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Focus Partners Wealth

Position in CGBL — Capital Group Core Balanced ETF

CIK 1542153 ST LOUIS, MO

Position in CGBL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$759,086
+$184,164 QoQ
Shares Held
19,997
+19.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 97 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 13% Shared 0% None 87%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $759,086 19,997
2026-03-31 $574,922 16,708
2025-12-31 $587,255 16,622
2025-09-30 $475,733 13,702
2025-06-30 $249,863 7,472