First Heartland Consultants, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1428793
LAKE ST. LOUIS, MO
Position in CGBL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,024,032
+$306,912 QoQ
Shares Held
146,005
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,024,032 | 146,005 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,717,120 | 133,516 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,391,449 | 97,680 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,891,734 | 56,571 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,098,705 | 35,465 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $477,930 | 15,284 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $443,704 | 14,290 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $269,561 | 9,067 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||