A&I Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

A&I Financial Services’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 Q3	$285K	Hold
2025 Q2	$274K	Hold
2025 Q1	$253K	Buy
2024 Q4	$245K	Buy