HighTower Advisors’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 | $6.17M | Buy |
184,414
+14,722
| +9% | +$492K | 0.01% | 1007 |
|
|
2025
Q1 | $5.26M | Buy |
169,692
+51,824
| +44% | +$1.61M | 0.01% | 1026 |
|
|
2024
Q4 | $3.69M | Buy |
117,868
+22,740
| +24% | +$711K | 0.01% | 1190 |
|
|
2024
Q3 | $2.96M | Buy |
95,128
+15,617
| +20% | +$485K | ﹤0.01% | 1291 |
|
|
2024
Q2 | $2.37M | Sell |
79,511
-956
| -1% | -$28.4K | ﹤0.01% | 1356 |
|
|
2024
Q1 | $2.33M | Buy |
+80,467
| New | +$2.33M | ﹤0.01% | 1348 |
|