VVR Holdings’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
$5.42M Buy
142,823
+30,596
+27% +$1.13M 2.34% 12
2026
Q1
$3.86M Buy
112,227
+40,879
+57% +$1.46M 2% 13
2025
Q4
$2.52M Buy
+71,348
New +$2.5M 1.31% 18

Other funds holding CGBL

VVR Holdings's CGBL Position: Q2 2026 in Review

VVR Holdings increased its Capital Group Core Balanced ETF (CGBL) stake by 27% in Q2 2026, buying an estimated $1.13M and bringing the position to 142,823 shares worth $5.42M. The position accounts for 2.34% of the portfolio, ranked #12.

VVR Holdings 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.

  • VVR Holdings held 142,823 shares of Capital Group Core Balanced ETF worth $5.42M as of Q2 2026.
  • VVR Holdings bought 30,596 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.13M.
  • Capital Group Core Balanced ETF made up 2.34% of VVR Holdings's portfolio in Q2 2026, its #12 holding.
  • VVR Holdings 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 VVR Holdings's 13F filing for Q2 2026, filed 15 Jul 2026.