CAPTRUST Financial Advisors
CGBL icon

CAPTRUST Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q2 		$2.74M Buy
2025
Q1 		$2.11M Buy
2024
Q4 		$1.72M Buy
2024
Q3 		$1.26M Buy
2024
Q2 		$875K Buy
2024
Q1 		$768K Buy
2023
Q4 		$448K Buy