NewEdge Advisors’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 | $4.47M | Buy |
133,638
+99,696
| +294% | +$3.33M | 0.02% | 612 |
|
|
2025
Q1 | $1.05M | Buy |
33,942
+13,986
| +70% | +$433K | 0.01% | 1163 |
|
|
2024
Q4 | $624K | Buy |
19,956
+5,224
| +35% | +$163K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $457K | Buy |
14,732
+12,399
| +531% | +$385K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $69.4K | Buy |
2,333
+808
| +53% | +$24K | ﹤0.01% | 2227 |
|
|
2024
Q1 | $44.4K | Buy |
+1,525
| New | +$44.4K | ﹤0.01% | 2353 |
|