Thurston Springer Miller Herd & Titak’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
$92.3K Hold
2,431
0.03% 366
2026
Q1
$83.7K Hold
2,431
0.03% 427
2025
Q4
$85.9K Buy
+2,431
New +$85.1K 0.03% 390
2025
Q3
Sell
-9,916
Closed -$332K 671
2025
Q2
$332K Buy
9,916
+5,207
+111% +$164K 0.04% 299
2025
Q1
$146K Buy
4,709
+1,327
+39% +$42.1K 0.02% 389
2024
Q4
$106K Buy
3,382
+962
+40% +$30.4K 0.02% 381
2024
Q3
$75.1K Buy
2,420
+12
+0.5% +$363 0.02% 458
2024
Q2
$71.6K Buy
+2,408
New +$69.9K 0.02% 478

Other funds holding CGBL

Thurston Springer Miller Herd & Titak's CGBL Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 2,431 shares worth $92.3K. The position accounts for 0.03% of the portfolio, ranked #366.

Thurston Springer Miller Herd & Titak first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. The position peaked at $332K in Q2 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 2,431 shares of Capital Group Core Balanced ETF worth $92.3K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #366 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 8 quarters since.
  • Thurston Springer Miller Herd & Titak's Capital Group Core Balanced ETF position peaked at $332K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.