SFG Wealth Management’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	-14,048	Closed	-$435K	–	90
2025 Q1	$435K	Buy	+14,048	New	+$435K	0.21%	82