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Old North State Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Old North State Wealth Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$723K Buy
+19,049
New +$704K 0.31% 64

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Old North State Wealth Management's CGBL Position: Q2 2026 in Review

Old North State Wealth Management opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 19,049 shares worth $723K. The stake represents 0.31% of the portfolio and ranks #64 among its holdings.

66 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Old North State Wealth Management held 19,049 shares of Capital Group Core Balanced ETF worth $723K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Old North State Wealth Management position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.31% of Old North State Wealth Management's portfolio in Q2 2026, its #64 holding.
  • 66 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.