NWF Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
NWF Advisory Services's CGBL Position: Q1 2026 in Review
NWF Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 16% in Q1 2026, buying an estimated $250K and bringing the position to 50,987 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #93.
NWF Advisory Services first reported a position in CGBL in Q4 2024 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.
- NWF Advisory Services held 50,987 shares of Capital Group Core Balanced ETF worth $1.75M as of Q1 2026.
- NWF Advisory Services bought 6,972 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $250K.
- Capital Group Core Balanced ETF made up 0.2% of NWF Advisory Services's portfolio in Q1 2026, its #93 holding.
- NWF Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 6 quarters since.
- 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.
Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.