Wealth Enhancement Advisory 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 | $60.5M | Buy |
1,796,522
+59,347
| +3% | +$2M | 0.1% | 200 |
|
|
2025
Q1 | $53.8M | Buy |
1,737,175
+144,531
| +9% | +$4.48M | 0.1% | 196 |
|
|
2024
Q4 | $49.8M | Buy |
1,592,644
+439,417
| +38% | +$13.7M | 0.1% | 203 |
|
|
2024
Q3 | $35.8M | Buy |
1,153,227
+630,992
| +121% | +$19.6M | 0.08% | 246 |
|
|
2024
Q2 | $15.5M | Buy |
522,235
+357,429
| +217% | +$10.6M | 0.04% | 382 |
|
|
2024
Q1 | $4.8M | Buy |
164,806
+98,841
| +150% | +$2.88M | 0.01% | 669 |
|
|
2023
Q4 | $1.8M | Buy |
+65,965
| New | +$1.8M | 0.01% | 932 |
|