Founders Financial Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
182,165
+19,492
| +12% | +$652K | 0.46% | 51 |
|
|
2025
Q1 | $5.02M | Buy |
162,673
+48,084
| +42% | +$1.48M | 0.43% | 52 |
|
|
2024
Q4 | $3.58M | Buy |
114,589
+12,338
| +12% | +$386K | 0.32% | 67 |
|
|
2024
Q3 | $3.17M | Buy |
102,251
+25,558
| +33% | +$794K | 0.29% | 73 |
|
|
2024
Q2 | $2.28M | Buy |
76,693
+10,731
| +16% | +$319K | 0.22% | 95 |
|
|
2024
Q1 | $1.92M | Buy |
65,962
+30,252
| +85% | +$881K | 0.2% | 102 |
|
|
2023
Q4 | $976K | Buy |
+35,710
| New | +$976K | 0.11% | 170 |
|