Confluence Wealth Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Confluence Wealth 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 Q2	$9.09M	Buy
2025 Q1	$7.95M	Buy
2024 Q4	$6.92M	Buy
2024 Q3	$1.89M	Buy
2024 Q2	$1.8M	Buy
2024 Q1	$1.68M	Buy
2023 Q4	$1.57M	Buy