Great Valley Advisor 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	$11.5M	Buy	344,272 +69,628	+25%	+$2.33M	0.26%	93
2025 Q1	$8.51M	Buy	274,644 +211,751	+337%	+$6.56M	0.18%	128
2024 Q4	$1.97M	Buy	+62,893	New	+$1.97M	0.04%	324