High Net Worth Advisory Group’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
High Net Worth Advisory Group's CGBL Position: Q1 2026 in Review
High Net Worth Advisory Group increased its Capital Group Core Balanced ETF (CGBL) stake by 7.1% in Q1 2026, buying an estimated $757K and bringing the position to 316,985 shares worth $10.9M. The position accounts for 2.54% of the portfolio, ranked #7.
High Net Worth Advisory Group first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.
- High Net Worth Advisory Group held 316,985 shares of Capital Group Core Balanced ETF worth $10.9M as of Q1 2026.
- High Net Worth Advisory Group bought 21,148 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $757K.
- Capital Group Core Balanced ETF made up 2.54% of High Net Worth Advisory Group's portfolio in Q1 2026, its #7 holding.
- High Net Worth Advisory Group first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 8 quarters since.
- 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.
Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.