Level Four Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Level Four Advisory Services's CGBL Position: Q2 2026 in Review
Level Four Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 8.6% in Q2 2026, buying an estimated $58K and bringing the position to 19,880 shares worth $755K. The position accounts for 0.02% of the portfolio, ranked #503.
Level Four Advisory Services first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Level Four Advisory Services held 19,880 shares of Capital Group Core Balanced ETF worth $755K as of Q2 2026.
- Level Four Advisory Services bought 1,570 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $58K.
- Capital Group Core Balanced ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #503 holding.
- Level Four Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.