Patriot Financial Group Insurance Agency’s Capital Group Core Balanced ETF CGBL Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	$1.59M	Sell
2025 Q2	$1.86M	Buy
2025 Q1	$1.35M	Buy
2024 Q4	$997K	Buy
2024 Q3	$748K	Buy