Prepared Retirement Institute’s Capital Group Core Balanced ETF CGBL Stock Holding History

Prepared Retirement Institute’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$227K	Sell
2025 Q2	$319K	Buy
2025 Q1	$294K	Buy