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Northwest Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Northwest Financial Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$909K Buy
26,410
+7,323
+38% +$262K 1.75% 15
2025
Q4 		$674K Buy
19,087
+5,885
+45% +$206K 1.39% 18
2025
Q3 		$458K Buy
13,202
+7
+0.1% +$238 0.59% 49
2025
Q2 		$441K Buy
+13,195
New +$416K 0.62% 46
2024
Q4 		– Sell
-138
Closed -$4.29K – 177
2024
Q3 		$4.29K Buy
+138
New +$4.18K ﹤0.01% 454

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