KILEY JUERGENS WEALTH MANAGEMENT, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1723223
OLYMPIA, WA
Position in CGBL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$856,636
+$32,211 QoQ
Shares Held
24,895
+6.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $856,636 | 24,895 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $824,425 | 23,335 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $627,425 | 18,071 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $503,639 | 15,061 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $351,530 | 11,347 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||