Commonwealth Equity Services
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Commonwealth Equity Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Commonwealth Equity Services’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 		$71.6M Buy
2025
Q2 		$60.8M Sell
2025
Q1 		$56.4M Buy
2024
Q4 		$38.6M Buy
2024
Q3 		$27.6M Buy
2024
Q2 		$21M Sell
2024
Q1 		$21M Buy
2023
Q4 		$4.12M Buy