CMAI
CGBL icon

Capital Management Associates Inc’s Capital Group Core Balanced ETF CGBL Stock Holding History

Capital Management Associates Inc’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
299,356
+28,748
+11% +$1.03M 2.33% 11
2025
Q4 		$9.56M Buy
270,608
+49,149
+22% +$1.72M 2.11% 13
2025
Q3 		$7.69M Buy
221,459
+35,270
+19% +$1.2M 2.08% 11
2025
Q2 		$6.23M Sell
186,189
-126,605
-40% -$3.99M 1.97% 13
2025
Q1 		$9.69M Buy
312,794
+208,465
+200% +$6.62M 2.19% 11
2024
Q4 		$3.26M Buy
104,329
+63,513
+156% +$2M 1.22% 16
2024
Q3 		$1.27M Buy
+40,816
New +$1.24M 0.52% 31

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