Envestnet Portfolio 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	$2.86M	Sell	85,501 -103,260	-55%	-$3.45M	0.01%	474
2025 Q1	$5.85M	Buy	188,761 +72,815	+63%	+$2.26M	0.02%	326
2024 Q4	$3.63M	Buy	115,946 +22,645	+24%	+$708K	0.01%	478
2024 Q3	$2.9M	Buy	93,301 +55,522	+147%	+$1.72M	0.01%	547
2024 Q2	$1.12M	Buy	+37,779	New	+$1.12M	﹤0.01%	824