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NWAM LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1655006 MERCER ISLAND, WA

Position in CGBL

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$229,789
-$43,417 QoQ
Shares Held
6,678
-13.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
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
2026-03-31 $229,789 6,678
2025-12-31 $273,206 7,733