Private Trust Company’s Capital Group Core Balanced ETF CGBL Stock Holding History

Private Trust Company’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	$235K	Sell
2025 Q2	$330K	Hold
2025 Q1	$306K	Buy
2024 Q4	$303K	Buy
2024 Q3	$205K	Buy
2024 Q2	$153K	Buy