Advisornet Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
26,163
+5,443
| +26% | +$182K | 0.06% | 266 |
|
|
2025
Q1 | $642K | Buy |
20,720
+5,377
| +35% | +$167K | 0.05% | 303 |
|
|
2024
Q4 | $480K | Buy |
15,343
+12,150
| +381% | +$380K | 0.04% | 322 |
|
|
2024
Q3 | $99.1K | Buy |
3,193
+1,818
| +132% | +$56.4K | 0.01% | 707 |
|
|
2024
Q2 | $40.9K | Buy |
1,375
+2
| +0.1% | +$59 | ﹤0.01% | 878 |
|
|
2024
Q1 | $40K | Buy |
+1,373
| New | +$40K | ﹤0.01% | 872 |
|