Synergy Investment 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	-31,115	Closed	-$964K	–	145
2025 Q1	$964K	Buy	31,115 +13,600	+78%	+$421K	0.4%	49
2024 Q4	$548K	Buy	+17,515	New	+$548K	0.24%	66