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NFP Retirement Inc’s Capital Group Core Balanced ETF CGBL Stock Holding History

NFP Retirement Inc’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 		$269K Buy
+7,088
New +$262K 0.01% 272
2026
Q1 		– Sell
-5,668
Closed -$200K – 313
2025
Q4 		$200K Buy
+5,668
New +$198K 0.01% 298

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Envestnet Asset Management
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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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NFP Retirement Inc's CGBL Position: Q2 2026 in Review

NFP Retirement Inc opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 7,088 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: NFP Retirement Inc previously reported a position in CGBL as recently as Q4 2025.

NFP Retirement Inc first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • NFP Retirement Inc held 7,088 shares of Capital Group Core Balanced ETF worth $269K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new NFP Retirement Inc position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #272 holding.
  • NFP Retirement Inc first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.