M.E. Allison & Co’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
M.E. Allison & Co's CGBL Position: Q2 2026 in Review
M.E. Allison & Co reduced its Capital Group Core Balanced ETF (CGBL) stake by 1.9% in Q2 2026, selling an estimated $4.62K and leaving 6,410 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #171.
M.E. Allison & Co first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- M.E. Allison & Co held 6,410 shares of Capital Group Core Balanced ETF worth $243K as of Q2 2026.
- M.E. Allison & Co sold 125 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.62K.
- Capital Group Core Balanced ETF made up 0.14% of M.E. Allison & Co's portfolio in Q2 2026, its #171 holding.
- M.E. Allison & Co first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.