Financial Perspectives’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Financial Perspectives's CGBL Position: Q2 2026 in Review
Financial Perspectives increased its Capital Group Core Balanced ETF (CGBL) stake by 65% in Q2 2026, buying an estimated $226K and bringing the position to 15,490 shares worth $588K. The position accounts for 0.14% of the portfolio, ranked #95.
Financial Perspectives 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 Perspectives held 15,490 shares of Capital Group Core Balanced ETF worth $588K as of Q2 2026.
- Financial Perspectives bought 6,124 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $226K.
- Capital Group Core Balanced ETF made up 0.14% of Financial Perspectives's portfolio in Q2 2026, its #95 holding.
- Financial Perspectives 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 Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.