Spinnaker Investment Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Spinnaker Investment Group’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	$472K	Sell	12,844 -971	-7%	-$36.6K	0.07%	100
2026 Q2	$524K	Buy	13,815 +219	+2%	+$8.09K	0.08%	97
2026 Q1	$468K	Sell	13,596 -807	-6%	-$28.9K	0.1%	85
2025 Q4	$509K	Buy	14,403 +1,000	+7%	+$35K	0.09%	85
2025 Q3	$465K	Buy	13,403 +862	+7%	+$29.4K	0.09%	88
2025 Q2	$419K	Buy	+12,541	New	+$396K	0.1%	59

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 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

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Spinnaker Investment Group's CGBL Position: Q3 2026 in Review

Spinnaker Investment Group reduced its Capital Group Core Balanced ETF (CGBL) stake by 7% in Q3 2026, selling an estimated $36.6K and leaving 12,844 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #100.

Spinnaker Investment Group first reported a position in CGBL in Q2 2025 and has held it in 6 quarters since. The position peaked at $524K in Q2 2026. 29 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Spinnaker Investment Group held 12,844 shares of Capital Group Core Balanced ETF worth $472K as of Q3 2026.
Spinnaker Investment Group sold 971 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $36.6K.
Capital Group Core Balanced ETF made up 0.07% of Spinnaker Investment Group's portfolio in Q3 2026, its #100 holding.
Spinnaker Investment Group first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 6 quarters since.
Spinnaker Investment Group's Capital Group Core Balanced ETF position peaked at $524K in Q2 2026.
29 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.