AA Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

AA Financial Advisors’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
2025 Q3	$2.21M	Buy
2025 Q2	$1.93M	Sell
2025 Q1	$1.82M	Sell
2024 Q4	$2M	Buy
2024 Q3	$1.82M	Buy
2024 Q2	$1.51M	Buy
2024 Q1	$1.41M	Buy