Mesirow Financial Investment Management, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1469475
CHICAGO, IL
Position in CGBL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$15,118,102
+$6,167,353 QoQ
Shares Held
439,352
+73.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
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 | $15,118,102 | 439,352 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,950,749 | 253,347 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,764,391 | 367,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,680,880 | 289,500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,124,102 | 262,237 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,444,280 | 142,126 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $652,515 | 21,015 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||