United Advisor Group’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	$960K	Buy	28,694 +11,800	+70%	+$395K	0.17%	140
2025 Q1	$523K	Buy	16,894 +560	+3%	+$17.3K	0.11%	182
2024 Q4	$511K	Buy	+16,334	New	+$511K	0.1%	192