Rockefeller Capital Management L.P.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1739439
NEW YORK, NY
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,362,284
+$938,685 QoQ
Shares Held
167,605
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 97 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,362,284 | 167,605 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,423,599 | 157,617 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,119,497 | 88,296 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $1,281,166 | 36,900 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||