SAGESPRING WEALTH PARTNERS, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2056425
FRANKLIN, TN
All Filings in CGBL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,590,159 | 173,608 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,645,476 | 164,065 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,904,651 | 138,824 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,240,388 | 122,131 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,989,826 | 119,313 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,904,344 | 93,749 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,066,838 | 34,117 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||