Truist Financial
CGBL icon

Truist Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Truist Financial’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.89M Buy
171,214
+43,963
+35% +$1.57M 0.01% 787
2025
Q4 		$4.5M Buy
127,251
+27,164
+27% +$950K 0.01% 908
2025
Q3 		$3.48M Buy
100,087
+20,775
+26% +$708K ﹤0.01% 1060
2025
Q2 		$2.65M Buy
79,312
+6,949
+10% +$219K ﹤0.01% 1150
2025
Q1 		$2.24M Buy
72,363
+17,680
+32% +$561K ﹤0.01% 1169
2024
Q4 		$1.71M Buy
54,683
+38,680
+242% +$1.22M ﹤0.01% 1302
2024
Q3 		$497K Buy
16,003
+3,293
+26% +$99.7K ﹤0.01% 1868
2024
Q2 		$378K Sell
12,710
-243
-2% -$7.05K ﹤0.01% 2153
2024
Q1 		$376K Buy
+12,953
New +$364K ﹤0.01% 2168

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Osaic Holdings
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