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

Nautilus 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	$1.08M	Sell	29,274 -1,729	-6%	-$65.2K	0.65%	41
2026 Q2	$1.17M	Sell	31,003 -3,149	-9%	-$116K	0.69%	36
2026 Q1	$1.18M	Sell	34,152 -1,226	-3%	-$43.9K	0.81%	32
2025 Q4	$1.25M	Buy	35,378 +539	+2%	+$18.9K	0.82%	30
2025 Q3	$1.21M	Buy	34,839 +1,321	+4%	+$45K	0.81%	30
2025 Q2	$1.12M	Sell	33,518 -12,520	-27%	-$395K	0.82%	33
2025 Q1	$1.43M	Buy	46,038 +1,545	+3%	+$49K	1.18%	17
2024 Q4	$1.39M	Buy	+44,493	New	+$1.4M	1.11%	19

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

FFA

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

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Nautilus Advisors's CGBL Position: Q3 2026 in Review

Nautilus Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 5.6% in Q3 2026, selling an estimated $65.2K and leaving 29,274 shares worth $1.08M. The position accounts for 0.65% of the portfolio, ranked #41.

Nautilus Advisors first reported a position in CGBL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q1 2025. 18 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Nautilus Advisors held 29,274 shares of Capital Group Core Balanced ETF worth $1.08M as of Q3 2026.
Nautilus Advisors sold 1,729 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $65.2K.
Capital Group Core Balanced ETF made up 0.65% of Nautilus Advisors's portfolio in Q3 2026, its #41 holding.
Nautilus Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Capital Group Core Balanced ETF position peaked at $1.43M in Q1 2025.
18 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.