Confluence Wealth Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1910411
MCMURRAY, PA
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,340,504 | 562,184 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,318,404 | 532,357 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,401,367 | 492,538 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,749,549 | 280,805 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,089,660 | 271,820 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,136,742 | 262,645 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,723,018 | 214,999 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,893,987 | 60,998 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,800,746 | 60,570 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,682,558 | 57,800 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,566,582 | 57,300 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||