Householder Group Estate & Retirement Specialist’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
2024
Q4
$372K Sell
11,899
-5,825
-33% -$182K 0.28% 57
2024
Q3
$550K Buy
17,724
+6,667
+60% +$207K 0.16% 127
2024
Q2
$328K Buy
+11,057
New +$328K 0.09% 179