Geneos Wealth Management’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	$3.69M	Buy	110,417 +35,836	+48%	+$1.2M	0.09%	272
2025 Q1	$2.31M	Buy	74,581 +64,300	+625%	+$1.99M	0.03%	453
2024 Q4	$321K	Buy	+10,281	New	+$321K	0.01%	689