Thoroughbred Financial Services’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
$3.75M Buy
112,179
+23,929
+27% +$800K 0.26% 76
2025
Q1
$2.73M Buy
88,250
+35,231
+66% +$1.09M 0.17% 133
2024
Q4
$1.66M Buy
+53,019
New +$1.66M 0.1% 188