Challenger Wealth Management’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
$3.65M Sell
109,258
-7,068
-6% -$236K 2.53% 10
2025
Q1
$3.6M Buy
116,326
+13,975
+14% +$433K 2.86% 7
2024
Q4
$3.2M Buy
+102,351
New +$3.2M 2.76% 8