Lincoln 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
$481K Buy
12,680
+6,810
+116% +$252K 0.09% 94
2026
Q1
$202K Buy
+5,870
New +$210K 0.04% 133

Other funds holding CGBL

Lincoln Capital's CGBL Position: Q2 2026 in Review

Lincoln Capital increased its Capital Group Core Balanced ETF (CGBL) stake by 116% in Q2 2026, buying an estimated $252K and bringing the position to 12,680 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #94.

Lincoln Capital 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.

  • Lincoln Capital held 12,680 shares of Capital Group Core Balanced ETF worth $481K as of Q2 2026.
  • Lincoln Capital bought 6,810 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $252K.
  • Capital Group Core Balanced ETF made up 0.09% of Lincoln Capital's portfolio in Q2 2026, its #94 holding.
  • Lincoln Capital 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 Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.