Dakota Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Dakota Wealth Management’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	$779K	Sell
2025 Q1	$773K	Sell
2024 Q4	$784K	Sell
2024 Q3	$877K	Sell
2024 Q2	$951K	Buy
2024 Q1	$652K	Buy
2023 Q4	$419K	Buy