Gerber Kawasaki Wealth & Investment Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 1666736
SANTA MONICA, CA
Position in CGBL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,667,991
+$298,695 QoQ
Shares Held
135,658
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,667,991 | 135,658 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,369,296 | 123,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,697,298 | 106,489 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,053,974 | 91,327 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,298,406 | 74,190 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,847,650 | 59,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,001,362 | 32,250 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $272,386 | 9,162 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||