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Advisor OS’s Capital Group Core Balanced ETF CGBL Stock Holding History

Advisor OS’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$653K Buy
19,521
+288
+1% +$9.63K 0.06% 209
2025
Q1 		$596K Buy
19,233
+3,443
+22% +$107K 0.07% 205
2024
Q4 		$494K Buy
15,790
+612
+4% +$19.1K 0.06% 226
2024
Q3 		$471K Buy
+15,178
New +$471K 0.05% 259