BFS
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Bare Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
36,522
+6,720
+23% +$225K 0.41% 24
2025
Q1
$923K Buy
29,802
+5,204
+21% +$161K 0.35% 25
2024
Q4
$769K Buy
24,598
+12,634
+106% +$395K 0.31% 27
2024
Q3
$371K Buy
11,964
+10,361
+646% +$322K 0.15% 32
2024
Q2
$48.4K Buy
+1,603
New +$48.4K 0.03% 59