Seamount Financial 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	$4.24M	Buy	126,907 +20,746	+20%	+$694K	2.18%	10
2025 Q1	$3.29M	Buy	106,161 +18,407	+21%	+$570K	2.24%	10
2024 Q4	$2.74M	Buy	87,754 +42,155	+92%	+$1.32M	1.9%	13
2024 Q3	$1.42M	Buy	45,599 +20,994	+85%	+$652K	1.06%	25
2024 Q2	$732K	Buy	+24,605	New	+$732K	0.6%	46