Smartleaf Asset Management’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
$11.3M Buy
336,809
+39,869
+13% +$1.33M 0.99% 13
2025
Q1
$9.2M Buy
296,940
+63,794
+27% +$1.98M 0.89% 13
2024
Q4
$7.3M Buy
233,146
+21,501
+10% +$674K 0.74% 20
2024
Q3
$6.6M Buy
+211,645
New +$6.6M 0.8% 17