Allworth Financial’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	$156K	Buy	4,666 +390	+9%	+$13K	﹤0.01%	1282
2025 Q1	$131K	Buy	4,276 +1,000	+31%	+$30.7K	﹤0.01%	1102
2024 Q4	$105K	Buy	+3,276	New	+$105K	﹤0.01%	1237