LC
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Lincoln Capital’s Capital Group Core Balanced ETF CGBL Stock Holding History

Lincoln Capital’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 		$1.09M Buy
29,639
+16,959
+134% +$640K 0.19% 64
2026
Q2 		$481K Buy
12,680
+6,810
+116% +$252K 0.09% 94
2026
Q1 		$202K Buy
+5,870
New +$210K 0.04% 133

Other funds holding CGBL

Wealth Enhancement Advisory Services
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
CL
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
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
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

Lincoln Capital's CGBL Position: Q3 2026 in Review

Lincoln Capital increased its Capital Group Core Balanced ETF (CGBL) stake by 134% in Q3 2026, buying an estimated $640K and bringing the position to 29,639 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #64.

Lincoln Capital first reported a position in CGBL in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

  • Lincoln Capital held 29,639 shares of Capital Group Core Balanced ETF worth $1.09M as of Q3 2026.
  • Lincoln Capital bought 16,959 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $640K.
  • Capital Group Core Balanced ETF made up 0.19% of Lincoln Capital's portfolio in Q3 2026, its #64 holding.
  • Lincoln Capital first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.