Jones Financial Companies’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 | $21.5M | Buy |
644,046
+327,213
| +103% | +$10.9M | 0.02% | 246 |
|
|
2025
Q1 | $9.82M | Buy |
316,833
+180,529
| +132% | +$5.59M | 0.01% | 320 |
|
|
2024
Q4 | $4.26M | Buy |
136,304
+103,983
| +322% | +$3.25M | ﹤0.01% | 386 |
|
|
2024
Q3 | $1.01M | Buy |
+32,321
| New | +$1.01M | ﹤0.01% | 610 |
|