Sowell Financial Services LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in CGBL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$230,787
+$8,103 QoQ
Shares Held
6,707
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,787 | 6,707 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $222,684 | 6,303 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||