MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1607355
GLASTONBURY, CT
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,984
+$9,912 QoQ
Shares Held
2,792
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#88
of 97 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,984 | 2,792 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $96,072 | 2,792 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $80,269 | 2,272 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $78,675 | 2,266 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,822 | 2,088 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $64,686 | 2,088 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||