Stratos Wealth Partners’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
$2.78M Buy
83,082
+58,447
+237% +$1.95M 0.04% 411
2025
Q1
$763K Sell
24,635
-2,906
-11% -$90K 0.01% 750
2024
Q4
$861K Buy
27,541
+19,094
+226% +$597K 0.01% 748
2024
Q3
$262K Buy
+8,447
New +$262K ﹤0.01% 1217