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

Northwestern Mutual Wealth Management’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
Q1 		$1.37M Buy
39,790
+7,324
+23% +$262K ﹤0.01% 1232
2025
Q4 		$1.15M Buy
32,466
+4,190
+15% +$147K ﹤0.01% 1247
2025
Q3 		$982K Buy
28,276
+5,731
+25% +$195K ﹤0.01% 1232
2025
Q2 		$754K Buy
22,545
+14,883
+194% +$469K ﹤0.01% 1246
2025
Q1 		$237K Buy
+7,662
New +$243K ﹤0.01% 1596
2024
Q3 		– Sell
-385
Closed -$11.4K – 3619
2024
Q2 		$11.4K Buy
+385
New +$11.2K ﹤0.01% 2595

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