United Advisor Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

United Advisor Group’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
2025 Q2	$960K	Buy
2025 Q1	$523K	Buy
2024 Q4	$511K	Buy