Merited Wealth, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2123943
NORTH BAY VILLAGE, FL
All Filings in CGBL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,000,605 | 52,703 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,344,836 | 155,328 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,326,138 | 150,754 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||