Tennessee Valley Asset Management Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Tennessee Valley Asset Management Partners's CGBL Position: Q1 2026 in Review
Tennessee Valley Asset Management Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 1.9% in Q1 2026, buying an estimated $5.76K and bringing the position to 8,831 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #154.
Tennessee Valley Asset Management Partners first reported a position in CGBL in Q3 2024 and has held it in 5 quarters since. The position peaked at $493K in Q1 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.
- Tennessee Valley Asset Management Partners held 8,831 shares of Capital Group Core Balanced ETF worth $304K as of Q1 2026.
- Tennessee Valley Asset Management Partners bought 161 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $5.76K.
- Capital Group Core Balanced ETF made up 0.04% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #154 holding.
- Tennessee Valley Asset Management Partners first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 5 quarters since.
- Tennessee Valley Asset Management Partners's Capital Group Core Balanced ETF position peaked at $493K in Q1 2025.
- 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.
Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.