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

Essex Financial Services’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	$2.86M	Buy
2025 Q1	$1.78M	Buy
2024 Q4	$1.32M	Buy
2024 Q3	$569K	Buy