Farther Finance Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Farther Finance Advisors’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	$791K	Sell	21,535 -38,550	-64%	-$1.45M	0.01%	1280
2026 Q2	$2.28M	Buy	60,085 +35,240	+142%	+$1.3M	0.02%	678
2026 Q1	$860K	Sell	24,845 -27,382	-52%	-$981K	0.01%	1061
2025 Q4	$1.85M	Buy	+52,227	New	+$1.83M	0.02%	619

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors's CGBL Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 64% in Q3 2026, selling an estimated $1.45M and leaving 21,535 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1280.

Farther Finance Advisors first reported a position in CGBL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q2 2026. 42 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Farther Finance Advisors held 21,535 shares of Capital Group Core Balanced ETF worth $791K as of Q3 2026.
Farther Finance Advisors sold 38,550 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $1.45M.
Capital Group Core Balanced ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1280 holding.
Farther Finance Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Capital Group Core Balanced ETF position peaked at $2.28M in Q2 2026.
42 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.