J. Hagan Capital’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.41M Buy
89,827
+6,296
+8% +$233K 1.58% 18
2026
Q1
$2.87M Sell
83,531
-12,287
-13% -$440K 1.55% 18
2025
Q4
$3.39M Sell
95,818
-2,125
-2% -$74.3K 1.87% 15
2025
Q3
$3.4M Buy
97,943
+64
+0.1% +$2.18K 2.06% 16
2025
Q2
$3.3M Sell
97,879
-22,385
-19% -$706K 2.23% 13
2025
Q1
$3.76M Buy
+120,264
New +$3.82M 3.06% 12

Other funds holding CGBL

J. Hagan Capital's CGBL Position: Q2 2026 in Review

J. Hagan Capital increased its Capital Group Core Balanced ETF (CGBL) stake by 7.5% in Q2 2026, buying an estimated $233K and bringing the position to 89,827 shares worth $3.41M. The position accounts for 1.58% of the portfolio, ranked #18.

J. Hagan Capital first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.76M in Q1 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • J. Hagan Capital held 89,827 shares of Capital Group Core Balanced ETF worth $3.41M as of Q2 2026.
  • J. Hagan Capital bought 6,296 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $233K.
  • Capital Group Core Balanced ETF made up 1.58% of J. Hagan Capital's portfolio in Q2 2026, its #18 holding.
  • J. Hagan Capital first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
  • J. Hagan Capital's Capital Group Core Balanced ETF position peaked at $3.76M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on J. Hagan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.