Gladstone Institutional Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Gladstone Institutional Advisory's CGBL Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its Capital Group Core Balanced ETF (CGBL) stake by 5.9% in Q2 2026, selling an estimated $14.6K and leaving 6,319 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #808.
Gladstone Institutional Advisory 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.
- Gladstone Institutional Advisory held 6,319 shares of Capital Group Core Balanced ETF worth $240K as of Q2 2026.
- Gladstone Institutional Advisory sold 394 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $14.6K.
- Capital Group Core Balanced ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #808 holding.
- Gladstone Institutional Advisory 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.