Lodestone Wealth 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 | $432K | Buy |
12,927
+41
| +0.3% | +$1.37K | 0.21% | 105 |
|
|
2025
Q1 | $399K | Buy |
12,886
+3,028
| +31% | +$93.8K | 0.21% | 104 |
|
|
2024
Q4 | $308K | Buy |
9,858
+549
| +6% | +$17.2K | 0.15% | 116 |
|
|
2024
Q3 | $289K | Buy |
9,309
+1,951
| +27% | +$60.6K | 0.14% | 115 |
|
|
2024
Q2 | $219K | Buy |
7,358
+228
| +3% | +$6.78K | 0.12% | 142 |
|
|
2024
Q1 | $208K | Buy |
+7,130
| New | +$208K | 0.11% | 147 |
|