Keystone Financial Group (Kentucky)’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
$303K Buy
9,071
+1,578
+21% +$52.8K 0.03% 320
2025
Q1
$232K Buy
+7,493
New +$232K 0.02% 346