CAWM
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Capital A Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Capital A 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
Q1 		$57.6K Sell
1,858
-182
-9% -$5.64K 0.06% 137
2024
Q4 		$63.8K Buy
+2,040
New +$63.8K 0.11% 139