Balboa Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$325K	Buy	+8,795	New	+$325K	0.07%	235
2024 Q2	–	Sell	-6,718	Closed	-$209K	–	311
2024 Q1	$209K	Buy	+6,718	New	+$209K	0.06%	224