SFG
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Seamount Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Seamount Financial Group’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
2026
Q1 		$8.3M Buy
241,321
+47,538
+25% +$1.7M 3.74% 5
2025
Q4 		$6.85M Buy
193,783
+39,386
+26% +$1.38M 3.11% 7
2025
Q3 		$5.36M Buy
154,397
+27,490
+22% +$936K 2.53% 9
2025
Q2 		$4.24M Buy
126,907
+20,746
+20% +$654K 2.18% 10
2025
Q1 		$3.29M Buy
106,161
+18,407
+21% +$584K 2.24% 10
2024
Q4 		$2.74M Buy
87,754
+42,155
+92% +$1.33M 1.9% 13
2024
Q3 		$1.42M Buy
45,599
+20,994
+85% +$636K 1.06% 25
2024
Q2 		$732K Buy
+24,605
New +$714K 0.6% 46

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