Capital Group Private Client Services’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 | $5.81M | Buy |
173,825
+14,682
| +9% | +$491K | 0.05% | 167 |
|
|
2025
Q1 | $4.93M | Buy |
159,143
+4,546
| +3% | +$141K | 0.05% | 167 |
|
|
2024
Q4 | $4.83M | Buy |
154,597
+326
| +0.2% | +$10.2K | 0.04% | 176 |
|
|
2024
Q3 | $4.79M | Buy |
154,271
+45,352
| +42% | +$1.41M | 0.05% | 177 |
|
|
2024
Q2 | $3.24M | Sell |
108,919
-2,885
| -3% | -$85.8K | 0.03% | 187 |
|
|
2024
Q1 | $3.25M | Buy |
111,804
+2,723
| +2% | +$79.3K | 0.03% | 184 |
|
|
2023
Q4 | $2.98M | Buy |
+109,081
| New | +$2.98M | 0.03% | 183 |
|