CCG WEALTH MANAGEMENT, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1771169
SAN DIEGO, CA
All Filings in CGBL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,930 | 39,250 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,581,586 | 45,963 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $311,363 | 8,813 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||