Gerber Kawasaki Wealth & Investment Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 1666736
SANTA MONICA, CA
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,663,138 | 149,187 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,667,991 | 135,658 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,369,296 | 123,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,697,298 | 106,489 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,053,974 | 91,327 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,298,406 | 74,190 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,847,650 | 59,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,001,362 | 32,250 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $272,386 | 9,162 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||