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Endeavor Private Wealth’s Capital Group Core Balanced ETF CGBL Stock Holding History

Endeavor Private Wealth’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 		$6.16M Buy
183,381
+36,476
+25% +$1.23M 2.91% 9
2025
Q1 		$4.57M Buy
146,905
+24,034
+20% +$748K 2.48% 10
2024
Q4 		$3.84M Buy
+122,871
New +$3.84M 3.65% 7