Hartmann Taylor Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Hartmann Taylor Wealth Management's CGBL Position: Q2 2026 in Review
Hartmann Taylor Wealth Management held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 326,175 shares worth $11.2M. The position accounts for 7.43% of the portfolio, ranked #4.
Hartmann Taylor Wealth Management first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Hartmann Taylor Wealth Management held 326,175 shares of Capital Group Core Balanced ETF worth $11.2M as of Q2 2026.
- Hartmann Taylor Wealth Management left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
- Capital Group Core Balanced ETF made up 7.43% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #4 holding.
- Hartmann Taylor Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- Hartmann Taylor Wealth Management's Capital Group Core Balanced ETF position peaked at $11.4M in Q4 2025.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.