Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Group Core Balanced ETF CGBL Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		$71.2M Sell
2025
Q2 		$73.8M Buy
2025
Q1 		$22.2M Buy
2024
Q4 		$2.02M Buy
2024
Q3 		$1.52M Buy
2024
Q2 		$1.17M Buy
2024
Q1 		$628K Buy
2023
Q4 		$131K Buy