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PCG Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

PCG Wealth Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-131,456
Closed -$4.07M – 104
2025
Q1 		$4.07M Buy
131,456
+104,847
+394% +$3.25M 1.42% 17
2024
Q4 		$832K Buy
+26,609
New +$832K 0.31% 74