Smith Thornton Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Smith Thornton Advisors's CGBL Position: Q2 2026 in Review
Smith Thornton Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 14% in Q2 2026, buying an estimated $215K and bringing the position to 48,796 shares worth $1.82M. The position accounts for 0.8% of the portfolio, ranked #33.
Smith Thornton Advisors first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Smith Thornton Advisors held 48,796 shares of Capital Group Core Balanced ETF worth $1.82M as of Q2 2026.
- Smith Thornton Advisors bought 5,810 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $215K.
- Capital Group Core Balanced ETF made up 0.8% of Smith Thornton Advisors's portfolio in Q2 2026, its #33 holding.
- Smith Thornton Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
- 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.