GWP
Gateway Wealth Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
24,810
+5,488
| +28% | +$184K | 0.16% | 147 |
|
|
2025
Q1 | $599K | Buy |
19,322
+3,369
| +21% | +$104K | 0.13% | 158 |
|
|
2024
Q4 | $499K | Buy |
15,953
+7,772
| +95% | +$243K | 0.13% | 162 |
|
|
2024
Q3 | $254K | Buy |
+8,181
| New | +$254K | 0.07% | 238 |
|