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Retireful LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

Retireful LLC’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 		$298K Buy
8,121
+624
+8% +$23.5K 0.26% 81
2026
Q2 		$285K Buy
+7,497
New +$277K 0.26% 76

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
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 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

Retireful LLC's CGBL Position: Q3 2026 in Review

Retireful LLC increased its Capital Group Core Balanced ETF (CGBL) stake by 8.3% in Q3 2026, buying an estimated $23.5K and bringing the position to 8,121 shares worth $298K. The position accounts for 0.26% of the portfolio, ranked #81.

Retireful LLC first reported a position in CGBL in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

  • Retireful LLC held 8,121 shares of Capital Group Core Balanced ETF worth $298K as of Q3 2026.
  • Retireful LLC bought 624 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $23.5K.
  • Capital Group Core Balanced ETF made up 0.26% of Retireful LLC's portfolio in Q3 2026, its #81 holding.
  • Retireful LLC first reported a position in Capital Group Core Balanced ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.