Nations 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
$518K Buy
15,490
+7,789
+101% +$260K 0.04% 443
2025
Q1
$239K Buy
7,701
+100
+1% +$3.1K 0.02% 572
2024
Q4
$238K Buy
+7,601
New +$238K 0.02% 604