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

FFT 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
Q1 		– Sell
-7,079
Closed -$221K – 123
2024
Q4 		$221K Buy
+7,079
New +$223K 0.02% 174

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Osaic Holdings
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Cetera Investment Advisers
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FFT Wealth Management's CGBL Position: Q1 2025 in Review

FFT Wealth Management sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2025, closing a stake of 7,079 shares — an estimated $221K sold.

FFT Wealth Management first reported a position in CGBL in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

  • FFT Wealth Management reported no remaining Capital Group Core Balanced ETF position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 7,079 Capital Group Core Balanced ETF shares in Q1 2025, an estimated $221K.
  • FFT Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 1 quarter.
  • FFT Wealth Management's Capital Group Core Balanced ETF position peaked at $221K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.