Holistic Planning’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	$214K	Sell	6,398 -4,187	-40%	-$140K	0.06%	208
2025 Q1	$328K	Hold	10,585	–	–	0.11%	135
2024 Q4	$331K	Buy	10,585 +2,100	+25%	+$65.7K	0.12%	122
2024 Q3	$263K	Buy	+8,485	New	+$263K	0.11%	131