Nicholson Wealth Management Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Nicholson Wealth Management Group’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	$243K	Hold	6,392	–	–	0.14%	105
2026 Q1	$220K	Hold	6,392	–	–	0.13%	108
2025 Q4	$226K	Hold	6,392	–	–	0.13%	104
2025 Q3	$222K	Hold	6,392	–	–	0.13%	105
2025 Q2	$214K	Buy	+6,392	New	+$202K	0.13%	104

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

Nicholson Wealth Management Group's CGBL Position: Q2 2026 in Review

Nicholson Wealth Management Group held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 6,392 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #105.

Nicholson Wealth Management Group first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Nicholson Wealth Management Group held 6,392 shares of Capital Group Core Balanced ETF worth $243K as of Q2 2026.
Nicholson Wealth Management Group left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up 0.14% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #105 holding.
Nicholson Wealth Management Group first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.