Prepared Retirement Institute’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Prepared Retirement Institute's CGBL Position: Q2 2026 in Review
Prepared Retirement Institute reduced its Capital Group Core Balanced ETF (CGBL) stake by 38% in Q2 2026, selling an estimated $230K and leaving 10,101 shares worth $383K. The position accounts for 0.16% of the portfolio, ranked #64.
Prepared Retirement Institute first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Prepared Retirement Institute held 10,101 shares of Capital Group Core Balanced ETF worth $383K as of Q2 2026.
- Prepared Retirement Institute sold 6,225 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $230K.
- Capital Group Core Balanced ETF made up 0.16% of Prepared Retirement Institute's portfolio in Q2 2026, its #64 holding.
- Prepared Retirement Institute first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- Prepared Retirement Institute's Capital Group Core Balanced ETF position peaked at $562K in Q1 2026.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.