Atria Wealth Solutions’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	$2.02M	Sell	60,108 -87,519	-59%	-$2.94M	0.05%	418
2025 Q1	$4.59M	Buy	147,627 +56,284	+62%	+$1.75M	0.06%	361
2024 Q4	$2.86M	Buy	91,343 +25,952	+40%	+$812K	0.03%	518
2024 Q3	$2.04M	Buy	65,391 +51,511	+371%	+$1.61M	0.02%	623
2024 Q2	$415K	Buy	+13,880	New	+$415K	﹤0.01%	1311