Osaic Holdings
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Osaic Holdings’s Capital Group Core Balanced ETF CGBL Stock Holding History

Osaic Holdings’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
2025
Q2 		$39.8M Sell
2025
Q1 		$50.6M Buy
2024
Q4 		$36.8M Buy
2024
Q3 		$24.9M Buy
2024
Q2 		$18.6M Buy
2024
Q1 		$15.8M Buy
2023
Q4 		$5.4M Buy
2023
Q3 		$16.5K Buy