Base Wealth Management LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2083977
LAKEWOOD RANCH, FL
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,222,854 | 321,993 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,848,062 | 315,259 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,029,158 | 340,480 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,250,738 | 324,042 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $12,312,240 | 368,189 | Shares | Sole | 2025-09-19 | |
| 2025-03-31 | $11,226,253 | 362,371 | Shares | Sole | 2025-09-19 | |
| No filing history on record for this holder in this stock. | ||||||