Raymond James Financial
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Raymond James Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Raymond James Financial’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$61.5M Buy
1,838,766
+791,376
+76% +$26.5M 0.02% 652
2025
Q1 		$32.4M Buy
1,047,390
+203,604
+24% +$6.31M 0.01% 973
2024
Q4 		$26.4M Buy
+843,786
New +$26.4M 0.01% 1121