Sigma Planning Corp’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	$3.38M	Buy	100,967 +26,194	+35%	+$876K	0.1%	204
2025 Q1	$2.32M	Buy	74,773 +8,528	+13%	+$264K	0.07%	256
2024 Q4	$2.07M	Buy	+66,245	New	+$2.07M	0.07%	276