Bleakley Financial Group’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	$3.17M	Buy	94,682 +32,586	+52%	+$1.09M	0.08%	215
2025 Q1	$1.92M	Buy	62,096 +11,917	+24%	+$369K	0.06%	247
2024 Q4	$1.57M	Buy	50,179 +29,525	+143%	+$923K	0.05%	304
2024 Q3	$641K	Buy	20,654 +3,652	+21%	+$113K	0.02%	521
2024 Q2	$505K	Buy	+17,002	New	+$505K	0.01%	610