Continuum Advisory’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 | $810K | Buy |
24,225
+4,530
| +23% | +$151K | 0.1% | 195 |
|
|
2025
Q1 | $610K | Buy |
19,695
+9,689
| +97% | +$300K | 0.08% | 212 |
|
|
2024
Q4 | $313K | Buy |
10,006
+436
| +5% | +$13.6K | 0.04% | 317 |
|
|
2024
Q3 | $301K | Buy |
9,570
+5,990
| +167% | +$188K | 0.04% | 323 |
|
|
2024
Q2 | $106K | Hold |
3,580
| – | – | 0.02% | 476 |
|
|
2024
Q1 | $103K | Buy |
+3,580
| New | +$103K | 0.02% | 479 |
|