N.E.W. Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

N.E.W. Advisory Services’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 Q2	$11.7K	Hold	309	–	–	﹤0.01%	627
2026 Q1	$10.6K	Sell	309 -4,050	-93%	-$145K	﹤0.01%	618
2025 Q4	$154K	Buy	4,359 +51	+1%	+$1.78K	0.01%	232
2025 Q3	$150K	Buy	4,308 +21	+0.5%	+$715	0.01%	212
2025 Q2	$143K	Sell	4,287 -4,253	-50%	-$134K	0.01%	212
2025 Q1	$265K	Buy	+8,540	New	+$271K	0.02%	179

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

N.E.W. Advisory Services's CGBL Position: Q2 2026 in Review

N.E.W. Advisory Services held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 309 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

N.E.W. Advisory Services first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q1 2025. 270 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

N.E.W. Advisory Services held 309 shares of Capital Group Core Balanced ETF worth $11.7K as of Q2 2026.
N.E.W. Advisory Services left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #627 holding.
N.E.W. Advisory Services first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Capital Group Core Balanced ETF position peaked at $265K in Q1 2025.
270 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.