Tyler-Stone Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
Tyler-Stone Wealth Management's CGBL Position: Q2 2025 in Review
Tyler-Stone Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 15% in Q2 2025, buying an estimated $87.4K and bringing the position to 20,990 shares worth $702K. The position accounts for 0.11% of the portfolio, ranked #166.
Tyler-Stone Wealth Management first reported a position in CGBL in Q3 2024 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.
- Tyler-Stone Wealth Management held 20,990 shares of Capital Group Core Balanced ETF worth $702K as of Q2 2025.
- Tyler-Stone Wealth Management bought 2,770 Capital Group Core Balanced ETF shares in Q2 2025, an estimated $87.4K.
- Capital Group Core Balanced ETF made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #166 holding.
- Tyler-Stone Wealth Management first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 4 quarters since.
- 243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.
Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.