Worth Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Worth Asset Management's CGBL Position: Q2 2026 in Review
Worth Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 6.7% in Q2 2026, buying an estimated $488K and bringing the position to 209,524 shares worth $7.95M. The position accounts for 2.54% of the portfolio, ranked #6.
Worth Asset Management first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Worth Asset Management held 209,524 shares of Capital Group Core Balanced ETF worth $7.95M as of Q2 2026.
- Worth Asset Management bought 13,200 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $488K.
- Capital Group Core Balanced ETF made up 2.54% of Worth Asset Management's portfolio in Q2 2026, its #6 holding.
- Worth Asset Management first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- 362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.