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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Buy
47,186
+20,192
+75% +$675K 0.01% 556
2025
Q1 		$836K Buy
+26,994
New +$836K ﹤0.01% 686