Colonial River Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Colonial River Investments's CGBL Position: Q2 2026 in Review
Colonial River Investments increased its Capital Group Core Balanced ETF (CGBL) stake by 23% in Q2 2026, buying an estimated $170K and bringing the position to 24,881 shares worth $944K. The position accounts for 0.27% of the portfolio, ranked #75.
Colonial River Investments first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Colonial River Investments held 24,881 shares of Capital Group Core Balanced ETF worth $944K as of Q2 2026.
- Colonial River Investments bought 4,587 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $170K.
- Capital Group Core Balanced ETF made up 0.27% of Colonial River Investments's portfolio in Q2 2026, its #75 holding.
- Colonial River Investments first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.