High Net Worth Advisory Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.51M Buy
2025
Q1
$4.29M Buy
2024
Q4
$3.93M Buy
2024
Q3
$423K Hold
2024
Q2
$405K Buy