Sagespring Wealth Partners’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	$3.99M	Buy	119,313 +25,564	+27%	+$855K	0.09%	118
2025 Q1	$2.9M	Buy	93,749 +59,632	+175%	+$1.85M	0.07%	130
2024 Q4	$1.07M	Buy	+34,117	New	+$1.07M	0.03%	209