Continuum Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Continuum Advisory's CGBL Position: Q2 2026 in Review
Continuum Advisory increased its Capital Group Core Balanced ETF (CGBL) stake by 17% in Q2 2026, buying an estimated $573K and bringing the position to 109,546 shares worth $4.16M. The position accounts for 0.34% of the portfolio, ranked #63.
Continuum Advisory first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Continuum Advisory held 109,546 shares of Capital Group Core Balanced ETF worth $4.16M as of Q2 2026.
- Continuum Advisory bought 15,516 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $573K.
- Capital Group Core Balanced ETF made up 0.34% of Continuum Advisory's portfolio in Q2 2026, its #63 holding.
- Continuum Advisory first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.