LPL Financial’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 | $249M | Buy |
7,448,979
+1,944,114
| +35% | +$65M | 0.08% | 233 |
|
|
2025
Q1 | $171M | Buy |
5,504,865
+1,717,432
| +45% | +$53.2M | 0.07% | 271 |
|
|
2024
Q4 | $118M | Buy |
3,787,433
+1,274,153
| +51% | +$39.8M | 0.05% | 341 |
|
|
2024
Q3 | $78M | Buy |
2,513,280
+1,064,683
| +73% | +$33.1M | 0.03% | 455 |
|
|
2024
Q2 | $43.1M | Buy |
1,448,597
+1,145,222
| +377% | +$34M | 0.02% | 615 |
|
|
2024
Q1 | $8.83M | Buy |
+303,375
| New | +$8.83M | ﹤0.01% | 1417 |
|