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Tumwater Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Tumwater Wealth Management’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 		$203K Buy
+5,338
New +$197K 0.07% 33

Other funds holding CGBL

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Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Tumwater Wealth Management's CGBL Position: Q2 2026 in Review

Tumwater Wealth Management opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 5,338 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #33 among its holdings.

117 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Tumwater Wealth Management held 5,338 shares of Capital Group Core Balanced ETF worth $203K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Tumwater Wealth Management position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.07% of Tumwater Wealth Management's portfolio in Q2 2026, its #33 holding.
  • 117 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.