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Eclectic Associates’s Capital Group Core Balanced ETF CGBL Stock Holding History

Eclectic Associates’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
Q1 		– Sell
-6,750
Closed -$211K – 119
2024
Q4 		$211K Buy
+6,750
New +$213K 0.06% 113

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Osaic Holdings
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Cetera Investment Advisers
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Eclectic Associates's CGBL Position: Q1 2025 in Review

Eclectic Associates sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2025, closing a stake of 6,750 shares — an estimated $211K sold.

Eclectic Associates first reported a position in CGBL in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

  • Eclectic Associates reported no remaining Capital Group Core Balanced ETF position as of Q1 2025 after selling out during the quarter.
  • Eclectic Associates sold 6,750 Capital Group Core Balanced ETF shares in Q1 2025, an estimated $211K.
  • Eclectic Associates first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 1 quarter.
  • Eclectic Associates's Capital Group Core Balanced ETF position peaked at $211K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on Eclectic Associates's 13F filing for Q1 2025, filed 10 Apr 2025.