Richards, Merrill & Peterson’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	–	Sell	-2,625	Closed	-$81.3K	–	239
2025 Q1	$81.3K	Hold	2,625	–	–	0.04%	204
2024 Q4	$82.1K	Buy	+2,625	New	+$82.1K	0.04%	202