Orion Portfolio Solutions’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 Q1	–	Sell	-8,450	Closed	-$264K	–	1894
2024 Q4	$264K	Buy	+8,450	New	+$264K	﹤0.01%	1614