Medallion Wealth Advisors, LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio CGBL Stock Details CGBL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.6K	Hold
2025 Q4	$21.2K	Hold
2025 Q3	$20.8K	Hold
2025 Q2	$20K	Buy