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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$754K Buy
22,545
+14,883
+194% +$498K ﹤0.01% 1246
2025
Q1 		$237K Buy
+7,662
New +$237K ﹤0.01% 1596
2024
Q3 		– Sell
-385
Closed -$11.4K – 3619
2024
Q2 		$11.4K Buy
+385
New +$11.4K ﹤0.01% 2595