Fidelity Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Fidelity Investments's CGBL Position: Q2 2026 in Review
Fidelity Investments reduced its Capital Group Core Balanced ETF (CGBL) stake by 22% in Q2 2026, selling an estimated $9.35K and leaving 876 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4478.
Fidelity Investments first reported a position in CGBL in Q3 2024 and has held it in 4 quarters since. The position peaked at $38.8K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Fidelity Investments held 876 shares of Capital Group Core Balanced ETF worth $33.2K as of Q2 2026.
- Fidelity Investments sold 253 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $9.35K.
- Capital Group Core Balanced ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4478 holding.
- Fidelity Investments first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 4 quarters since.
- Fidelity Investments's Capital Group Core Balanced ETF position peaked at $38.8K in Q1 2026.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.