Private Advisor Group’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 | $14.9M | Buy |
444,601
+74,478
| +20% | +$2.49M | 0.08% | 262 |
|
|
2025
Q1 | $11.5M | Buy |
370,123
+51,827
| +16% | +$1.61M | 0.07% | 302 |
|
|
2024
Q4 | $9.95M | Buy |
318,296
+55,001
| +21% | +$1.72M | 0.06% | 324 |
|
|
2024
Q3 | $8.18M | Buy |
263,295
+197,484
| +300% | +$6.13M | 0.05% | 362 |
|
|
2024
Q2 | $1.96M | Buy |
65,811
+47,417
| +258% | +$1.41M | 0.01% | 845 |
|
|
2024
Q1 | $535K | Buy |
+18,394
| New | +$535K | ﹤0.01% | 1472 |
|