World Investment Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.02M Buy
2025
Q2
$4.43M Buy
2025
Q1
$3.27M Buy
2024
Q4
$1.98M Buy
2024
Q3
$1.38M Buy
2024
Q2
$803K Buy
2024
Q1
$344K Buy