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

Advance Capital 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
2025 Q3	$322M	Buy
2025 Q2	$90.5M	Buy
2025 Q1	$67.4M	Buy
2024 Q4	$67.6M	Buy
2024 Q3	$65M	Buy
2024 Q2	$60M	Buy
2024 Q1	$55.9M	Buy