Baird Financial Group
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Baird Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Baird Financial Group’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 		$6.82M Buy
203,993
+7,043
+4% +$236K 0.01% 617
2025
Q1 		$6.1M Buy
+196,950
New +$6.1M 0.01% 617