Gateway Wealth Partners, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1966037
APPLETON, WI
All Filings in CGBL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,834,524 | 259,076 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,056,851 | 350,388 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,283,201 | 64,625 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,171,175 | 33,732 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $829,646 | 24,810 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $598,595 | 19,322 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $498,850 | 15,953 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $254,020 | 8,181 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||