Simplicity Wealth’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	$214K	Buy	+6,402	New	+$214K	0.01%	561
2024 Q3	–	Sell	-17,002	Closed	-$505K	–	603
2024 Q2	$505K	Buy	+17,002	New	+$505K	0.01%	757