Summit Global Investments
Position in CGBL — Capital Group Core Balanced ETF
CIK 1697953
BOUNTIFUL, UT
Position in CGBL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$555,687
+$194 QoQ
Shares Held
16,149
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,687 | 16,149 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $555,493 | 15,723 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $525,695 | 15,141 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $435,221 | 13,015 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $366,121 | 11,818 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $310,573 | 9,932 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $209,401 | 6,744 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||