AWM
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Axxcess Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Axxcess Wealth Management’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 		$407K Buy
12,173
+2,195
+22% +$73.4K 0.01% 640
2025
Q1 		$309K Buy
+9,978
New +$309K 0.01% 676