Ashton Thomas Securities’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	$996K	Buy	29,780 +11,669	+64%	+$390K	0.24%	106
2025 Q1	$561K	Buy	18,111 +2,900	+19%	+$89.8K	0.16%	146
2024 Q4	$476K	Buy	15,211 +10,672	+235%	+$334K	0.13%	153
2024 Q3	$141K	Buy	+4,539	New	+$141K	0.03%	295