Armstrong Advisory Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-47
Closed -$1.47K 932
2025
Q1
$1.47K Hold
47
﹤0.01% 796
2024
Q4
$1.47K Buy
+47
New +$1.48K ﹤0.01% 796

Other funds holding CGBL

Armstrong Advisory Group's CGBL Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2025, closing a stake of 47 shares — an estimated $1.47K sold.

Armstrong Advisory Group first reported a position in CGBL in Q4 2024 and held it in 2 quarters. The position peaked at $1.47K in Q1 2025. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.

  • Armstrong Advisory Group reported no remaining Capital Group Core Balanced ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 47 Capital Group Core Balanced ETF shares in Q2 2025, an estimated $1.47K.
  • Armstrong Advisory Group first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 2 quarters.
  • Armstrong Advisory Group's Capital Group Core Balanced ETF position peaked at $1.47K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.