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

Northwest Financial 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	$1.12M	Buy	29,399 +2,989	+11%	+$110K	0.15%	28
2026 Q1	$909K	Buy	26,410 +7,323	+38%	+$262K	1.75%	15
2025 Q4	$674K	Buy	19,087 +5,885	+45%	+$206K	1.39%	18
2025 Q3	$458K	Buy	13,202 +7	+0.1%	+$238	0.59%	49
2025 Q2	$441K	Buy	+13,195	New	+$416K	0.62%	46
2024 Q4	–	Sell	-138	Closed	-$4.29K	–	177
2024 Q3	$4.29K	Buy	+138	New	+$4.18K	﹤0.01%	454

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

Northwest Financial Advisors's CGBL Position: Q2 2026 in Review

Northwest Financial Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 29,399 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #28.

Northwest Financial Advisors first reported a position in CGBL in Q3 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Northwest Financial Advisors held 29,399 shares of Capital Group Core Balanced ETF worth $1.12M as of Q2 2026.
Northwest Financial Advisors bought 2,989 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $110K.
Capital Group Core Balanced ETF made up 0.15% of Northwest Financial Advisors's portfolio in Q2 2026, its #28 holding.
Northwest Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.