D.J. St. Germain’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
D.J. St. Germain's CGBL Position: Q2 2026 in Review
D.J. St. Germain increased its Capital Group Core Balanced ETF (CGBL) stake by 3.6% in Q2 2026, buying an estimated $937K and bringing the position to 721,765 shares worth $27.4M. The position accounts for 0.99% of the portfolio, ranked #34.
D.J. St. Germain first reported a position in CGBL in Q4 2023 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- D.J. St. Germain held 721,765 shares of Capital Group Core Balanced ETF worth $27.4M as of Q2 2026.
- D.J. St. Germain bought 25,365 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $937K.
- Capital Group Core Balanced ETF made up 0.99% of D.J. St. Germain's portfolio in Q2 2026, its #34 holding.
- D.J. St. Germain first reported a position in Capital Group Core Balanced ETF in Q4 2023 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 D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.