NWF Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
NWF Advisory Services's CGBL Position: Q3 2026 in Review
NWF Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 21% in Q3 2026, buying an estimated $753K and bringing the position to 114,907 shares worth $4.22M. The position accounts for 0.39% of the portfolio, ranked #56.
NWF Advisory Services first reported a position in CGBL in Q4 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.
- NWF Advisory Services held 114,907 shares of Capital Group Core Balanced ETF worth $4.22M as of Q3 2026.
- NWF Advisory Services bought 19,950 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $753K.
- Capital Group Core Balanced ETF made up 0.39% of NWF Advisory Services's portfolio in Q3 2026, its #56 holding.
- NWF Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 8 quarters since.
- 231 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.
Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.