Keystone Financial Group
Position in CGBL — Capital Group Core Balanced ETF
CIK 1729299
LEXINGTON, KY
Position in CGBL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,625,149
+$522,889 QoQ
Shares Held
47,229
+51.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625,149 | 47,229 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,102,260 | 31,199 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $303,334 | 9,071 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $232,133 | 7,493 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||