Southland Equity Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Southland Equity Partners's CGBL Position: Q2 2026 in Review
Southland Equity Partners reduced its Capital Group Core Balanced ETF (CGBL) stake by 1.1% in Q2 2026, selling an estimated $4.92K and leaving 12,173 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #181.
Southland Equity Partners first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Southland Equity Partners held 12,173 shares of Capital Group Core Balanced ETF worth $462K as of Q2 2026.
- Southland Equity Partners sold 133 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.92K.
- Capital Group Core Balanced ETF made up 0.08% of Southland Equity Partners's portfolio in Q2 2026, its #181 holding.
- Southland Equity Partners first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.