HBW Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
HBW Advisory Services's CGBL Position: Q2 2026 in Review
HBW Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 14% in Q2 2026, buying an estimated $262K and bringing the position to 57,612 shares worth $2.19M. The position accounts for 0.2% of the portfolio, ranked #108.
HBW Advisory Services first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- HBW Advisory Services held 57,612 shares of Capital Group Core Balanced ETF worth $2.19M as of Q2 2026.
- HBW Advisory Services bought 7,096 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $262K.
- Capital Group Core Balanced ETF made up 0.2% of HBW Advisory Services's portfolio in Q2 2026, its #108 holding.
- HBW Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.