Cary Street Partners’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
$12.3M Buy
367,032
+359,581
+4,826% +$12M 0.34% 72
2025
Q1
$231K Hold
7,451
0.01% 705
2024
Q4
$233K Buy
+7,451
New +$233K 0.01% 681