Strategic Financial Concepts’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	$321K	Sell	9,602 -2,963	-24%	-$99.1K	0.05%	193
2025 Q1	$389K	Buy	+12,565	New	+$389K	0.07%	204