Beacon Financial Advisory’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 | $1.32M | Buy |
39,538
+8,006
| +25% | +$268K | 0.34% | 75 |
|
|
2025
Q1 | $977K | Buy |
31,532
+9,477
| +43% | +$294K | 0.3% | 98 |
|
|
2024
Q4 | $690K | Buy |
22,055
+2,141
| +11% | +$66.9K | 0.22% | 125 |
|
|
2024
Q3 | $618K | Buy |
19,914
+5,907
| +42% | +$183K | 0.21% | 133 |
|
|
2024
Q2 | $416K | Buy |
14,007
+4,611
| +49% | +$137K | 0.16% | 169 |
|
|
2024
Q1 | $274K | Buy |
+9,396
| New | +$274K | 0.13% | 190 |
|