Davenport & Co’s Capital Group Core Balanced ETF CGBL Stock Holding History

Davenport & Co’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 Q3	$2.18M	Buy
2025 Q2	$1.58M	Buy
2025 Q1	$836K	Buy