Advisor OS’s Capital Group Core Balanced ETF CGBL Stock Holding History

Advisor OS’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 Q2	$653K	Buy
2025 Q1	$596K	Buy
2024 Q4	$494K	Buy
2024 Q3	$471K	Buy