Carson Wealth (CWM LLC)’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 | $73.8M | Buy |
2,207,565
+1,492,252
| +209% | +$49.9M | 0.26% | 76 |
|
|
2025
Q1 | $22.2M | Buy |
715,313
+650,654
| +1,006% | +$20.2M | 0.09% | 210 |
|
|
2024
Q4 | $2.02M | Buy |
64,659
+15,555
| +32% | +$486K | 0.01% | 778 |
|
|
2024
Q3 | $1.53M | Buy |
49,104
+9,754
| +25% | +$303K | 0.01% | 824 |
|
|
2024
Q2 | $1.17M | Buy |
39,350
+17,769
| +82% | +$528K | 0.01% | 819 |
|
|
2024
Q1 | $628K | Buy |
21,581
+16,793
| +351% | +$489K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $131K | Buy |
+4,788
| New | +$131K | ﹤0.01% | 1603 |
|