Koshinski Asset Management’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
$2.16M Buy
64,610
+2,933
+5% +$98.1K 0.16% 130
2025
Q1
$1.91M Buy
61,677
+24,476
+66% +$758K 0.16% 137
2024
Q4
$1.16B Buy
37,201
+8,353
+29% +$261M 0.1% 208
2024
Q3
$896K Buy
28,848
+16,279
+130% +$505K 0.08% 261
2024
Q2
$379K Buy
+12,569
New +$379K 0.04% 413