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 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

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

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Nautilus Advisors's CGBL Position: Q2 2026 in Review

Nautilus Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 9.2% in Q2 2026, selling an estimated $116K and leaving 31,003 shares worth $1.17M. The position accounts for 0.69% of the portfolio, ranked #36.

Nautilus Advisors first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Nautilus Advisors held 31,003 shares of Capital Group Core Balanced ETF worth $1.17M as of Q2 2026.
Nautilus Advisors sold 3,149 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $116K.
Capital Group Core Balanced ETF made up 0.69% of Nautilus Advisors's portfolio in Q2 2026, its #36 holding.
Nautilus Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's Capital Group Core Balanced ETF position peaked at $1.43M in Q1 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.