HNWAG
High Net Worth Advisory Group’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 | $5.51M | Buy |
164,745
+26,221
| +19% | +$877K | 1.46% | 15 |
|
|
2025
Q1 | $4.29M | Buy |
138,524
+12,924
| +10% | +$400K | 1.21% | 20 |
|
|
2024
Q4 | $3.93M | Buy |
125,600
+111,975
| +822% | +$3.5M | 1.1% | 22 |
|
|
2024
Q3 | $423K | Hold |
13,625
| – | – | 0.12% | 139 |
|
|
2024
Q2 | $405K | Buy |
+13,625
| New | +$405K | 0.12% | 134 |
|