Kingsview Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$929K Sell
2025
Q1
$981K Sell
2024
Q4
$1.51M Buy
2024
Q3
$1.44M Buy
2024
Q2
$768K Buy
2024
Q1
$249K Buy