Smith, Moore & Co’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Smith, Moore & Co's CGBL Position: Q2 2026 in Review
Smith, Moore & Co increased its Capital Group Core Balanced ETF (CGBL) stake by 3.2% in Q2 2026, buying an estimated $369K and bringing the position to 326,851 shares worth $12.4M. The position accounts for 0.81% of the portfolio, ranked #23.
Smith, Moore & Co 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.
- Smith, Moore & Co held 326,851 shares of Capital Group Core Balanced ETF worth $12.4M as of Q2 2026.
- Smith, Moore & Co bought 9,986 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $369K.
- Capital Group Core Balanced ETF made up 0.81% of Smith, Moore & Co's portfolio in Q2 2026, its #23 holding.
- Smith, Moore & Co 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 Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.