Modern Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Modern Wealth Management's CGBL Position: Q2 2026 in Review
Modern Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 0.07% in Q2 2026, buying an estimated $333 and bringing the position to 12,423 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #733.
Modern Wealth Management first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Modern Wealth Management held 12,423 shares of Capital Group Core Balanced ETF worth $472K as of Q2 2026.
- Modern Wealth Management bought 9 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $333.
- Capital Group Core Balanced ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #733 holding.
- Modern Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.