Mutual Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Mutual Advisors's CGBL Position: Q2 2026 in Review
Mutual Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 86% in Q2 2026, buying an estimated $2.82M and bringing the position to 164,708 shares worth $6.25M. The position accounts for 0.12% of the portfolio, ranked #171.
Mutual Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Mutual Advisors held 164,708 shares of Capital Group Core Balanced ETF worth $6.25M as of Q2 2026.
- Mutual Advisors bought 76,338 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.82M.
- Capital Group Core Balanced ETF made up 0.12% of Mutual Advisors's portfolio in Q2 2026, its #171 holding.
- Mutual Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.