LongView 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 | $5.31M | Buy |
158,837
+24,473
| +18% | +$818K | 1.61% | 15 |
|
|
2025
Q1 | $4.16M | Buy |
134,364
+25,599
| +24% | +$793K | 1.25% | 21 |
|
|
2024
Q4 | $3.4M | Buy |
108,765
+36,645
| +51% | +$1.15M | 1.04% | 25 |
|
|
2024
Q3 | $2.24M | Buy |
72,120
+43,636
| +153% | +$1.35M | 0.71% | 36 |
|
|
2024
Q2 | $847K | Buy |
28,484
+10,891
| +62% | +$324K | 0.31% | 70 |
|
|
2024
Q1 | $512K | Buy |
+17,593
| New | +$512K | 0.2% | 97 |
|