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

Lodestone Wealth Management’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$432K	Sell
2025 Q2	$432K	Buy
2025 Q1	$399K	Buy
2024 Q4	$308K	Buy
2024 Q3	$289K	Buy
2024 Q2	$219K	Buy
2024 Q1	$208K	Buy