Duncan Williams Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Duncan Williams Asset Management's CGBL Position: Q2 2026 in Review
Duncan Williams Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 171% in Q2 2026, buying an estimated $793K and bringing the position to 34,016 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #52.
Duncan Williams Asset Management first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Duncan Williams Asset Management held 34,016 shares of Capital Group Core Balanced ETF worth $1.29M as of Q2 2026.
- Duncan Williams Asset Management bought 21,454 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $793K.
- Capital Group Core Balanced ETF made up 0.29% of Duncan Williams Asset Management's portfolio in Q2 2026, its #52 holding.
- Duncan Williams Asset Management first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.