KJWM
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Kiley Juergens Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$504K Buy
15,061
+3,714
+33% +$124K 0.12% 68
2025
Q1 		$352K Buy
+11,347
New +$352K 0.09% 68