NewEdge Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
NewEdge Advisors's CGBL Position: Q2 2026 in Review
NewEdge Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 26% in Q2 2026, buying an estimated $3.8M and bringing the position to 491,913 shares worth $18.7M. The position accounts for 0.06% of the portfolio, ranked #321.
NewEdge Advisors first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- NewEdge Advisors held 491,913 shares of Capital Group Core Balanced ETF worth $18.7M as of Q2 2026.
- NewEdge Advisors bought 102,911 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.8M.
- Capital Group Core Balanced ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #321 holding.
- NewEdge Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.