Stratos Wealth Partners, LTD.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1612865
BEACHWOOD, OH
Position in CGBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,170,545
+$1,875,073 QoQ
Shares Held
320,615
+7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#22
of 97 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,170,545 | 320,615 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,295,472 | 299,200 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,649,329 | 273,120 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,460,280 | 186,068 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,778,262 | 83,082 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $763,192 | 24,635 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $861,207 | 27,541 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $262,279 | 8,447 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||