Iron Horse Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
Iron Horse Wealth Management's CGBL Position: Q2 2025 in Review
Iron Horse Wealth Management held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2025 at 1,000 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #166.
Iron Horse Wealth Management first reported a position in CGBL in Q1 2024 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.
- Iron Horse Wealth Management held 1,000 shares of Capital Group Core Balanced ETF worth $33.4K as of Q2 2025.
- Iron Horse Wealth Management left its Capital Group Core Balanced ETF share count unchanged in Q2 2025.
- Capital Group Core Balanced ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #166 holding.
- Iron Horse Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 6 quarters since.
- 243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.
Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.