Warner Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Warner Financial’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$377K	Buy
2025 Q2	$244K	Sell
2025 Q1	$254K	Buy
2024 Q4	$227K	Buy