Tyler-Stone 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	$702K	Buy	20,990 +2,770	+15%	+$92.6K	0.11%	166
2025 Q1	$564K	Buy	18,220 +5,200	+40%	+$161K	0.1%	178
2024 Q4	$407K	Buy	13,020 +2,780	+27%	+$86.9K	0.07%	213
2024 Q3	$318K	Buy	+10,240	New	+$318K	0.06%	238