First Heartland Consultants’s Capital Group Core Balanced ETF CGBL Stock Holding History

First Heartland Consultants's CGBL Position: Q2 2026 in Review

First Heartland Consultants increased its Capital Group Core Balanced ETF (CGBL) stake by 2.3% in Q2 2026, buying an estimated $124K and bringing the position to 149,359 shares worth $5.67M. The position accounts for 0.37% of the portfolio, ranked #73.

First Heartland Consultants first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

• First Heartland Consultants held 149,359 shares of Capital Group Core Balanced ETF worth $5.67M as of Q2 2026.
• First Heartland Consultants bought 3,354 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $124K.
• Capital Group Core Balanced ETF made up 0.37% of First Heartland Consultants's portfolio in Q2 2026, its #73 holding.
• First Heartland Consultants first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
• 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.