THOROUGHBRED FINANCIAL SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1091370
BRENTWOOD, TN
Position in CGBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,849,408
+$650,161 QoQ
Shares Held
154,094
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#31
of 97 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,849,408 | 154,094 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,199,247 | 151,097 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,922,387 | 139,326 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,161,053 | 119,846 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,751,265 | 112,179 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,733,985 | 88,250 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,657,904 | 53,019 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||