World Investment Advisors’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 | $4.43M | Buy |
132,554
+27,137
| +26% | +$907K | 0.1% | 230 |
|
|
2025
Q1 | $3.27M | Buy |
105,417
+42,168
| +67% | +$1.31M | 0.08% | 267 |
|
|
2024
Q4 | $1.98M | Buy |
63,249
+18,787
| +42% | +$587K | 0.05% | 330 |
|
|
2024
Q3 | $1.38M | Buy |
44,462
+17,438
| +65% | +$541K | 0.04% | 363 |
|
|
2024
Q2 | $803K | Buy |
27,024
+15,200
| +129% | +$452K | 0.05% | 315 |
|
|
2024
Q1 | $344K | Buy |
+11,824
| New | +$344K | 0.05% | 279 |
|