Harbour Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.6M Buy
1,015,848
+45,206
+5% +$1.67M 0.52% 39
2026
Q1
$33.4M Buy
970,642
+359,126
+59% +$12.9M 0.52% 37
2025
Q4
$21.6M Buy
611,516
+167,943
+38% +$5.88M 0.44% 42
2025
Q3
$15.4M Buy
443,573
+7,117
+2% +$242K 0.35% 52
2025
Q2
$14.6M Buy
436,456
+118,535
+37% +$3.74M 0.37% 46
2025
Q1
$9.85M Buy
317,921
+47,319
+17% +$1.5M 0.28% 69
2024
Q4
$8.46M Buy
270,602
+47,745
+21% +$1.51M 0.24% 72
2024
Q3
$6.92M Buy
222,857
+94,015
+73% +$2.85M 0.21% 85
2024
Q2
$3.83M Buy
128,842
+53,789
+72% +$1.56M 0.13% 140
2024
Q1
$2.18M Buy
75,053
+50,001
+200% +$1.4M 0.08% 238
2023
Q4
$685K Buy
+25,052
New +$645K 0.03% 452

Other funds holding CGBL

Harbour Investments's CGBL Position: Q2 2026 in Review

Harbour Investments increased its Capital Group Core Balanced ETF (CGBL) stake by 4.7% in Q2 2026, buying an estimated $1.67M and bringing the position to 1,015,848 shares worth $38.6M. The position accounts for 0.52% of the portfolio, ranked #39.

Harbour Investments first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Harbour Investments held 1,015,848 shares of Capital Group Core Balanced ETF worth $38.6M as of Q2 2026.
  • Harbour Investments bought 45,206 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.67M.
  • Capital Group Core Balanced ETF made up 0.52% of Harbour Investments's portfolio in Q2 2026, its #39 holding.
  • Harbour Investments first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.