Diversify Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Diversify Wealth Management's CGBL Position: Q2 2026 in Review
Diversify Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 22% in Q2 2026, buying an estimated $179K and bringing the position to 26,612 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #632.
Diversify Wealth Management 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.
- Diversify Wealth Management held 26,612 shares of Capital Group Core Balanced ETF worth $991K as of Q2 2026.
- Diversify Wealth Management bought 4,842 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $179K.
- Capital Group Core Balanced ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #632 holding.
- Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.