Merit Financial Group’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
$5.23M Buy
156,348
+85,067
+119% +$2.84M 0.06% 266
2025
Q1
$2.21M Buy
+71,281
New +$2.21M 0.03% 395