Sunbelt Securities, Inc.
Broker-DealerPosition in CGBL — Capital Group Core Balanced ETF
CIK 1632932
HOUSTON, TX
Position in CGBL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,904,354
-$110,986 QoQ
Shares Held
142,527
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,904,354 | 142,527 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,015,340 | 141,957 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,231,817 | 150,686 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $5,247,371 | 156,919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,847,068 | 156,458 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,906,857 | 156,919 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,800,826 | 154,616 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,564,058 | 187,153 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,982,904 | 171,175 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,726,481 | 99,725 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $168,897 | 6,764 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||