Lantern Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Lantern Wealth Advisors's CGBL Position: Q2 2026 in Review
Lantern Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 11% in Q2 2026, buying an estimated $184K and bringing the position to 49,991 shares worth $1.9M. The position accounts for 0.87% of the portfolio, ranked #30.
Lantern Wealth Advisors first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Lantern Wealth Advisors held 49,991 shares of Capital Group Core Balanced ETF worth $1.9M as of Q2 2026.
- Lantern Wealth Advisors bought 4,966 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $184K.
- Capital Group Core Balanced ETF made up 0.87% of Lantern Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Lantern Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
- 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.