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Golden State Equity Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Golden State Equity Partners’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 		– Sell
-15,565
Closed -$482K – 438
2025
Q1 		$482K Buy
15,565
+8,062
+107% +$256K 0.1% 250
2024
Q4 		$235K Buy
+7,503
New +$237K 0.04% 379

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Golden State Equity Partners's CGBL Position: Q2 2025 in Review

Golden State Equity Partners sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2025, closing a stake of 15,565 shares — an estimated $482K sold.

Golden State Equity Partners first reported a position in CGBL in Q4 2024 and held it in 2 quarters. The position peaked at $482K in Q1 2025. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.

  • Golden State Equity Partners reported no remaining Capital Group Core Balanced ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 15,565 Capital Group Core Balanced ETF shares in Q2 2025, an estimated $482K.
  • Golden State Equity Partners first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Capital Group Core Balanced ETF position peaked at $482K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.