Baird Financial Group, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1648711
MILWAUKEE, WI
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,325,980
+$195,302 QoQ
Shares Held
34,931
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 97 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,980 | 34,931 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,130,678 | 32,859 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,503,950 | 212,396 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,208,427 | 207,616 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,821,525 | 203,993 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,101,511 | 196,950 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||