High Falls Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
High Falls Advisors's CGBL Position: Q4 2025 in Review
High Falls Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 4.5% in Q4 2025, buying an estimated $15K and bringing the position to 10,064 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #90.
High Falls Advisors first reported a position in CGBL in Q4 2024 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.
- High Falls Advisors held 10,064 shares of Capital Group Core Balanced ETF worth $356K as of Q4 2025.
- High Falls Advisors bought 429 Capital Group Core Balanced ETF shares in Q4 2025, an estimated $15K.
- Capital Group Core Balanced ETF made up 0.07% of High Falls Advisors's portfolio in Q4 2025, its #90 holding.
- High Falls Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 5 quarters since.
- 311 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.
Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.