Vestmark Advisory Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Vestmark Advisory Solutions's CGBL Position: Q2 2026 in Review
Vestmark Advisory Solutions increased its Capital Group Core Balanced ETF (CGBL) stake by 77% in Q2 2026, buying an estimated $1.93M and bringing the position to 120,119 shares worth $4.56M. The position accounts for 0.04% of the portfolio, ranked #408.
Vestmark Advisory Solutions first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Vestmark Advisory Solutions held 120,119 shares of Capital Group Core Balanced ETF worth $4.56M as of Q2 2026.
- Vestmark Advisory Solutions bought 52,102 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.93M.
- Capital Group Core Balanced ETF made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #408 holding.
- Vestmark Advisory Solutions first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.