SGI
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Summit Global Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History

Summit Global Investments’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 		$435K Buy
13,015
+1,197
+10% +$40K 0.03% 325
2025
Q1 		$366K Buy
11,818
+1,886
+19% +$58.4K 0.03% 339
2024
Q4 		$311K Buy
9,932
+3,188
+47% +$99.8K 0.02% 443
2024
Q3 		$209K Buy
+6,744
New +$209K 0.01% 484