HA
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Herold Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Herold Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$609K Buy
+18,220
New +$609K 0.13% 169