Thurston Springer Miller Herd & Titak’s Capital Group Core Balanced ETF CGBL Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q2	$92.3K	Hold	2,431	–	–	0.03%	366
2026 Q1	$83.7K	Hold	2,431	–	–	0.03%	427
2025 Q4	$85.9K	Buy	+2,431	New	+$85.1K	0.03%	390
2025 Q3	–	Sell	-9,916	Closed	-$332K	–	671
2025 Q2	$332K	Buy	9,916 +5,207	+111%	+$164K	0.04%	299
2025 Q1	$146K	Buy	4,709 +1,327	+39%	+$42.1K	0.02%	389
2024 Q4	$106K	Buy	3,382 +962	+40%	+$30.4K	0.02%	381
2024 Q3	$75.1K	Buy	2,420 +12	+0.5%	+$363	0.02%	458
2024 Q2	$71.6K	Buy	+2,408	New	+$69.9K	0.02%	478

Other funds holding CGBL

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return