Dakota Wealth Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 1631353
PALM BEACH GARDENS, FL
Position in CGBL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,043,311
+$144,870 QoQ
Shares Held
30,320
+19.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,043,311 | 30,320 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $898,441 | 25,430 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $756,201 | 21,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $775,272 | 23,184 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $769,698 | 24,845 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $783,626 | 25,060 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $873,219 | 28,123 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $947,019 | 31,854 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $649,880 | 22,325 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $418,985 | 15,325 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||