KWB Wealth’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	$7.2M	Buy	232,371 +94,064	+68%	+$2.91M	0.87%	26
2025 Q1	$4.32M	Buy	138,307 +117,697	+571%	+$3.68M	0.52%	37
2024 Q4	$640K	Buy	+20,610	New	+$640K	0.08%	78