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Spire Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Spire Wealth Management’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 		$162K Sell
4,845
-3,787
-44% -$127K 0.01% 819
2025
Q1 		$267K Hold
8,632
– – 0.01% 750
2024
Q4 		$270K Buy
+8,632
New +$270K 0.01% 736