Worth Asset Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1927285
DALLAS, TX
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,953,531 | 209,524 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,755,508 | 196,324 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,962,447 | 197,069 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,003,747 | 172,919 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,398,185 | 161,429 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,934,394 | 94,719 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||