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WNY Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

WNY Asset Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
42,077
-5,829
-12% -$195K 0.16% 72
2025
Q1 		$1.48M Buy
47,906
+23,932
+100% +$741K 0.18% 69
2024
Q4 		$750K Buy
+23,974
New +$750K 0.09% 104