RIA Advisory Group’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	$1.03M	Buy	30,785 +1,137	+4%	+$38K	0.3%	53
2025 Q1	$918K	Sell	29,648 -3,157	-10%	-$97.8K	0.3%	60
2024 Q4	$1.03M	Buy	32,805 +2,560	+8%	+$80.1K	0.35%	46
2024 Q3	$939K	Buy	+30,245	New	+$939K	0.33%	46