Kingswood Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Kingswood Wealth Advisors's CGBL Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 11% in Q2 2026, buying an estimated $95.6K and bringing the position to 27,045 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #403.
Kingswood Wealth Advisors first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Kingswood Wealth Advisors held 27,045 shares of Capital Group Core Balanced ETF worth $1.03M as of Q2 2026.
- Kingswood Wealth Advisors bought 2,588 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $95.6K.
- Capital Group Core Balanced ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #403 holding.
- Kingswood Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.