Latitude Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Latitude Advisors's CGBL Position: Q2 2026 in Review
Latitude Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 10% in Q2 2026, buying an estimated $109K and bringing the position to 31,172 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #51.
Latitude Advisors first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Latitude Advisors held 31,172 shares of Capital Group Core Balanced ETF worth $1.18M as of Q2 2026.
- Latitude Advisors bought 2,945 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $109K.
- Capital Group Core Balanced ETF made up 0.47% of Latitude Advisors's portfolio in Q2 2026, its #51 holding.
- Latitude Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.