WN
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Williams & Novak’s Capital Group Core Balanced ETF CGBL Stock Holding History

Williams & Novak’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 		$833K Sell
21,936
-7,470
-25% -$276K 0.55% 49
2026
Q1 		$1.02M Buy
29,406
+14,505
+97% +$519K 0.76% 33
2025
Q4 		$526K Buy
14,901
+4,907
+49% +$172K 0.4% 63
2025
Q3 		$347K Buy
+9,994
New +$340K 0.27% 84

Other funds holding CGBL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Williams & Novak's CGBL Position: Q2 2026 in Review

Williams & Novak reduced its Capital Group Core Balanced ETF (CGBL) stake by 25% in Q2 2026, selling an estimated $276K and leaving 21,936 shares worth $833K. The position accounts for 0.55% of the portfolio, ranked #49.

Williams & Novak first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 54 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Williams & Novak held 21,936 shares of Capital Group Core Balanced ETF worth $833K as of Q2 2026.
  • Williams & Novak sold 7,470 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $276K.
  • Capital Group Core Balanced ETF made up 0.55% of Williams & Novak's portfolio in Q2 2026, its #49 holding.
  • Williams & Novak first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
  • Williams & Novak's Capital Group Core Balanced ETF position peaked at $1.02M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.