DWM
CGBL icon

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

Diversify 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 		$405K Buy
2025
Q1 		$323K Buy