EFS
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Essex Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Essex Financial Services’s Portfolio CGBL Stock Details CGBL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.86M Buy
85,482
+28,025
+49% +$937K 0.19% 125
2025
Q1 		$1.78M Buy
57,457
+15,129
+36% +$469K 0.13% 158
2024
Q4 		$1.32M Buy
42,328
+24,270
+134% +$759K 0.09% 188
2024
Q3 		$569K Buy
+18,058
New +$569K 0.04% 352