Prepared Retirement Institute’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
$319K Buy
9,528
+38
+0.4% +$1.27K 0.19% 57
2025
Q1
$294K Buy
+9,490
New +$294K 0.19% 62