Quantum Financial Planning Services’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	$7.95M	Buy	237,715 +226,977	+2,114%	+$7.59M	3.74%	5
2025 Q1	$333K	Sell	10,738 -9,304	-46%	-$288K	0.18%	26
2024 Q4	$627K	Buy	+20,042	New	+$627K	0.35%	12