Valmark Advisers’s Capital Group Core Balanced ETF CGBL Stock Holding History

Valmark Advisers’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 Q3	$3.2M	Buy
2025 Q2	$2.15M	Buy
2025 Q1	$1.47M	Buy
2024 Q4	$721K	Hold
2024 Q3	$716K	Buy
2024 Q2	$675K	Buy
2024 Q1	$539K	Buy