UHLMANN PRICE SECURITIES, LLC
Broker-DealerPosition in CGBL — Capital Group Core Balanced ETF
CIK 1035344
SKOKIE, IL
Position in CGBL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$719,134
-$19,263 QoQ
Shares Held
20,899
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $719,134 | 20,899 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $738,397 | 20,900 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $583,157 | 16,796 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $536,110 | 16,032 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $418,044 | 13,494 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $291,061 | 9,308 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $286,591 | 9,230 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||