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Bill Few Associates’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bill Few Associates’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$437K Buy
11,900
+1,369
+13% +$51.6K 0.09% 145
2026
Q2 		$400K Buy
10,531
+1,654
+19% +$61.1K 0.09% 151
2026
Q1 		$305K Buy
+8,877
New +$318K 0.07% 162

Other funds holding CGBL

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Bill Few Associates's CGBL Position: Q3 2026 in Review

Bill Few Associates increased its Capital Group Core Balanced ETF (CGBL) stake by 13% in Q3 2026, buying an estimated $51.6K and bringing the position to 11,900 shares worth $437K. The position accounts for 0.09% of the portfolio, ranked #145.

Bill Few Associates first reported a position in CGBL in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

  • Bill Few Associates held 11,900 shares of Capital Group Core Balanced ETF worth $437K as of Q3 2026.
  • Bill Few Associates bought 1,369 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $51.6K.
  • Capital Group Core Balanced ETF made up 0.09% of Bill Few Associates's portfolio in Q3 2026, its #145 holding.
  • Bill Few Associates first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.