Kingsview Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1791965
GRANTS PASS, OR
All Filings in CGBL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,441,566 | 143,350 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,867,145 | 170,507 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,253,480 | 177,002 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,252,024 | 151,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $929,197 | 27,787 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $981,043 | 31,667 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,513,999 | 48,417 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,440,192 | 46,383 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $767,955 | 25,831 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,890 | 8,550 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||