Titleist Asset Management’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
$1.57M Buy
41,277
+509
+1% +$18.8K 0.11% 148
2026
Q1
$1.4M Buy
40,768
+4,024
+11% +$144K 0.11% 147
2025
Q4
$1.3M Buy
+36,744
New +$1.29M 0.1% 140

Other funds holding CGBL

Titleist Asset Management's CGBL Position: Q2 2026 in Review

Titleist Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 1.2% in Q2 2026, buying an estimated $18.8K and bringing the position to 41,277 shares worth $1.57M. The position accounts for 0.11% of the portfolio, ranked #148.

Titleist Asset Management first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Titleist Asset Management held 41,277 shares of Capital Group Core Balanced ETF worth $1.57M as of Q2 2026.
  • Titleist Asset Management bought 509 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $18.8K.
  • Capital Group Core Balanced ETF made up 0.11% of Titleist Asset Management's portfolio in Q2 2026, its #148 holding.
  • Titleist Asset Management first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.