Financial Management Network’s Capital Group Core Balanced ETF CGBL Stock Holding History

Financial Management Network’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	$683K	Sell	18,489 -641	-3%	-$24.2K	0.1%	120
2026 Q2	$712K	Buy	19,130 +4,593	+32%	+$170K	0.1%	113
2026 Q1	$520K	Buy	14,537 +2,623	+22%	+$93.9K	0.08%	121
2025 Q4	$424K	Buy	11,914 +1,510	+15%	+$52.8K	0.07%	126
2025 Q3	$364K	Buy	10,404 +2,790	+37%	+$95K	0.06%	138
2025 Q2	$257K	Sell	7,614 -733	-9%	-$23.1K	0.05%	152
2025 Q1	$242K	Buy	+8,347	New	+$265K	0.05%	144

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

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Management Network's CGBL Position: Q3 2026 in Review

Financial Management Network reduced its Capital Group Core Balanced ETF (CGBL) stake by 3.4% in Q3 2026, selling an estimated $24.2K and leaving 18,489 shares worth $683K. The position accounts for 0.1% of the portfolio, ranked #120.

Financial Management Network first reported a position in CGBL in Q1 2025 and has held it in 7 quarters since. The position peaked at $712K in Q2 2026. 18 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Financial Management Network held 18,489 shares of Capital Group Core Balanced ETF worth $683K as of Q3 2026.
Financial Management Network sold 641 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $24.2K.
Capital Group Core Balanced ETF made up 0.1% of Financial Management Network's portfolio in Q3 2026, its #120 holding.
Financial Management Network first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 7 quarters since.
Financial Management Network's Capital Group Core Balanced ETF position peaked at $712K in Q2 2026.
18 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.