Pines Wealth Management’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	$673K	Buy	19,984 +2,010	+11%	+$67.7K	0.24%	102
2025 Q1	$515K	Sell	17,974 -1,924	-10%	-$55.1K	0.24%	105
2024 Q4	$617K	Buy	+19,898	New	+$617K	0.27%	96