Stifel Financial’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 | $14.7M | Buy |
439,413
+158,468
| +56% | +$5.3M | 0.01% | 723 |
|
|
2025
Q1 | $8.7M | Buy |
280,945
+100,950
| +56% | +$3.13M | 0.01% | 902 |
|
|
2024
Q4 | $5.63M | Buy |
179,995
+58,747
| +48% | +$1.84M | 0.01% | 1145 |
|
|
2024
Q3 | $3.76M | Buy |
121,248
+45,503
| +60% | +$1.41M | ﹤0.01% | 1365 |
|
|
2024
Q2 | $2.25M | Buy |
75,745
+44,132
| +140% | +$1.31M | ﹤0.01% | 1646 |
|
|
2024
Q1 | $920K | Buy |
+31,613
| New | +$920K | ﹤0.01% | 2230 |
|