Moloney Securities Asset 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 | $954K | Buy |
28,516
+2,359
| +9% | +$78.9K | 0.12% | 191 |
|
|
2025
Q1 | $810K | Sell |
26,157
-7,437
| -22% | -$230K | 0.11% | 199 |
|
|
2024
Q4 | $1.05M | Buy |
33,594
+9,345
| +39% | +$292K | 0.14% | 171 |
|
|
2024
Q3 | $753K | Buy |
24,249
+1,772
| +8% | +$55K | 0.1% | 226 |
|
|
2024
Q2 | $668K | Buy |
22,477
+6,480
| +41% | +$193K | 0.1% | 229 |
|
|
2024
Q1 | $466K | Buy |
15,997
+6,830
| +75% | +$199K | 0.07% | 279 |
|
|
2023
Q4 | $251K | Buy |
+9,167
| New | +$251K | 0.04% | 360 |
|