Gerber Kawasaki Wealth & Investment Management’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	$3.05M	Buy	91,327 +17,137	+23%	+$573K	0.12%	95
2025 Q1	$2.3M	Buy	74,190 +15,103	+26%	+$468K	0.1%	102
2024 Q4	$1.85M	Buy	59,087 +26,837	+83%	+$839K	0.08%	110
2024 Q3	$1M	Buy	32,250 +23,088	+252%	+$717K	0.05%	135
2024 Q2	$272K	Buy	+9,162	New	+$272K	0.01%	237