Snowden Capital Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$357K Buy
9,377
+2,436
+35% +$90K 0.01% 998
2026
Q1
$240K Buy
+6,941
New +$249K 0.01% 1126

Other funds holding CGBL

Snowden Capital Advisors's CGBL Position: Q2 2026 in Review

Snowden Capital Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 35% in Q2 2026, buying an estimated $90K and bringing the position to 9,377 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #998.

Snowden Capital Advisors first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Snowden Capital Advisors held 9,377 shares of Capital Group Core Balanced ETF worth $357K as of Q2 2026.
  • Snowden Capital Advisors bought 2,436 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $90K.
  • Capital Group Core Balanced ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #998 holding.
  • Snowden Capital Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.