Essex Financial Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1315785
ESSEX, CT
Position in CGBL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,476,467
+$1,695,808 QoQ
Shares Held
217,276
+32.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,476,467 | 217,276 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,780,659 | 163,619 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,683,866 | 134,904 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,858,518 | 85,482 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,780,017 | 57,457 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,323,596 | 42,328 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $560,700 | 18,058 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||