Western Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Western Wealth Management's CGBL Position: Q1 2026 in Review
Western Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 26% in Q1 2026, buying an estimated $329K and bringing the position to 43,873 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #334.
Western Wealth Management first reported a position in CGBL in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.
- Western Wealth Management held 43,873 shares of Capital Group Core Balanced ETF worth $1.51M as of Q1 2026.
- Western Wealth Management bought 9,188 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $329K.
- Capital Group Core Balanced ETF made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #334 holding.
- Western Wealth Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 3 quarters since.
- 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.