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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.17M Buy
57,220
+17,430
+44% +$644K ﹤0.01% 1135
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

Other funds holding CGBL

Northwestern Mutual Wealth Management's CGBL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 44% in Q2 2026, buying an estimated $644K and bringing the position to 57,220 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Northwestern Mutual Wealth Management first reported a position in CGBL in Q2 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 57,220 shares of Capital Group Core Balanced ETF worth $2.17M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 17,430 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $644K.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1135 holding.
  • Northwestern Mutual Wealth Management first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 7 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.