Valmark Advisers’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 | $2.15M | Buy |
64,442
+16,916
| +36% | +$566K | 0.03% | 210 |
|
|
2025
Q1 | $1.47M | Buy |
47,526
+24,454
| +106% | +$758K | 0.02% | 253 |
|
|
2024
Q4 | $721K | Hold |
23,072
| – | – | 0.01% | 365 |
|
|
2024
Q3 | $716K | Buy |
23,072
+370
| +2% | +$11.5K | 0.01% | 359 |
|
|
2024
Q2 | $675K | Buy |
22,702
+4,172
| +23% | +$124K | 0.01% | 346 |
|
|
2024
Q1 | $539K | Buy |
+18,530
| New | +$539K | 0.01% | 365 |
|