First Heartland Consultants’s Capital Group Core Balanced ETF CGBL Stock Holding History

First Heartland Consultants’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	$5.89M	Buy	160,324 +10,965	+7%	+$414K	0.39%	65
2026 Q2	$5.67M	Buy	149,359 +3,354	+2%	+$124K	0.37%	73
2026 Q1	$5.02M	Buy	146,005 +12,489	+9%	+$447K	0.38%	67
2025 Q4	$4.72M	Buy	133,516 +35,836	+37%	+$1.25M	0.36%	69
2025 Q3	$3.39M	Buy	97,680 +41,109	+73%	+$1.4M	0.27%	83
2025 Q2	$1.89M	Buy	56,571 +21,106	+60%	+$666K	0.17%	113
2025 Q1	$1.1M	Buy	35,465 +20,181	+132%	+$640K	0.11%	138
2024 Q4	$478K	Buy	15,284 +994	+7%	+$31.4K	0.05%	246
2024 Q3	$444K	Buy	14,290 +5,223	+58%	+$158K	0.05%	265
2024 Q2	$270K	Buy	+9,067	New	+$263K	0.02%	367

Other funds holding CGBL

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

First Heartland Consultants's CGBL Position: Q3 2026 in Review

First Heartland Consultants increased its Capital Group Core Balanced ETF (CGBL) stake by 7.3% in Q3 2026, buying an estimated $414K and bringing the position to 160,324 shares worth $5.89M. The position accounts for 0.39% of the portfolio, ranked #65.

First Heartland Consultants first reported a position in CGBL in Q2 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

First Heartland Consultants held 160,324 shares of Capital Group Core Balanced ETF worth $5.89M as of Q3 2026.
First Heartland Consultants bought 10,965 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $414K.
Capital Group Core Balanced ETF made up 0.39% of First Heartland Consultants's portfolio in Q3 2026, its #65 holding.
First Heartland Consultants first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 10 quarters since.
29 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.