CVFG LLC’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
$3.47M Buy
103,662
+15,691
+18% +$525K 2.75% 10
2025
Q1
$2.73M Buy
87,971
+33,140
+60% +$1.03M 2.48% 13
2024
Q4
$1.71M Buy
+54,831
New +$1.71M 1.56% 20