Beacon Financial Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History

Beacon Financial Advisory’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 Q3	$1.49M	Buy
2025 Q2	$1.32M	Buy
2025 Q1	$977K	Buy
2024 Q4	$690K	Buy
2024 Q3	$618K	Buy
2024 Q2	$416K	Buy
2024 Q1	$274K	Buy