Merit Financial Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1621225
ALPHARETTA, GA
Position in CGBL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$9,992,595
+$1,396,312 QoQ
Shares Held
290,398
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,992,595 | 290,398 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,596,283 | 243,314 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,651,275 | 191,569 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,228,277 | 156,348 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,208,285 | 71,281 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||