J. Derek Lewis & Associates Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2077884
NEWPORT BEACH, CA
All Filings in CGBL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,759,808 | 1,337,192 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $42,563,105 | 1,236,940 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $40,499,980 | 1,146,334 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||