PCS
CGBL icon

Private Client Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Private Client Services’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
Q3 		$3.99M Buy
108,591
+28,924
+36% +$1.09M 1.07% 21
2026
Q2 		$3.02M Buy
79,667
+73,583
+1,209% +$2.72M 0.79% 27
2026
Q1 		$209K Buy
+6,084
New +$218K 0.06% 198

Other funds holding CGBL

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Private Client Services's CGBL Position: Q3 2026 in Review

Private Client Services increased its Capital Group Core Balanced ETF (CGBL) stake by 36% in Q3 2026, buying an estimated $1.09M and bringing the position to 108,591 shares worth $3.99M. The position accounts for 1.07% of the portfolio, ranked #21.

Private Client Services first reported a position in CGBL in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

  • Private Client Services held 108,591 shares of Capital Group Core Balanced ETF worth $3.99M as of Q3 2026.
  • Private Client Services bought 28,924 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $1.09M.
  • Capital Group Core Balanced ETF made up 1.07% of Private Client Services's portfolio in Q3 2026, its #21 holding.
  • Private Client Services first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.