CWS Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
2025
Q1
$2.19M Buy
2024
Q4
$1.37M Buy
2024
Q3
$901K Buy
2024
Q2
$471K Buy
2024
Q1
$260K Buy