Owen LaRue’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
$750K Sell
22,420
-21,373
-49% -$715K 0.32% 65
2025
Q1
$1.36M Sell
43,793
-19,482
-31% -$604K 0.68% 38
2024
Q4
$1.98M Buy
63,275
+32,425
+105% +$1.01M 1.03% 24
2024
Q3
$958K Buy
+30,850
New +$958K 0.51% 47