Golden State Equity Partners’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	–	Sell	-15,565	Closed	-$482K	–	438
2025 Q1	$482K	Buy	15,565 +8,062	+107%	+$250K	0.1%	250
2024 Q4	$235K	Buy	+7,503	New	+$235K	0.04%	379