Cetera Investment Advisers
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Cetera Investment Advisers’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cetera Investment Advisers’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.3M Buy
1,744,688
+189,885
+12% +$6.35M 0.1% 206
2025
Q1 		$48.2M Buy
1,554,803
+527,719
+51% +$16.3M 0.09% 224
2024
Q4 		$32.1M Buy
1,027,084
+299,033
+41% +$9.35M 0.07% 294
2024
Q3 		$22.6M Buy
728,051
+327,684
+82% +$10.2M 0.05% 378
2024
Q2 		$11.9M Buy
+400,367
New +$11.9M 0.03% 595