Wisconsin Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Wisconsin Wealth Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Sell
2025 Q4	$1.19M	Buy
2025 Q3	$989K	Buy
2025 Q2	$266K	Buy