Westside Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Westside Investment Management’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	$3.61M	Buy
2025 Q1	$3.08M	Buy
2024 Q4	$2.73M	Buy
2024 Q3	$1.9M	Buy
2024 Q2	$1.31M	Buy
2024 Q1	$796K	Buy