JWCA
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J.W. Cole Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

J.W. Cole 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 		$754K Buy
22,544
+8,549
+61% +$286K 0.02% 775
2025
Q1 		$434K Buy
+13,995
New +$434K 0.01% 808