Financial Management Network’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Financial Management Network's CGBL Position: Q2 2026 in Review
Financial Management Network increased its Capital Group Core Balanced ETF (CGBL) stake by 32% in Q2 2026, buying an estimated $170K and bringing the position to 19,130 shares worth $712K. The position accounts for 0.1% of the portfolio, ranked #113.
Financial Management Network 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.
- Financial Management Network held 19,130 shares of Capital Group Core Balanced ETF worth $712K as of Q2 2026.
- Financial Management Network bought 4,593 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $170K.
- Capital Group Core Balanced ETF made up 0.1% of Financial Management Network's portfolio in Q2 2026, its #113 holding.
- Financial Management Network 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 Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.