Apollon Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1764387
MOUNT PLEASANT, SC
Position in CGBL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$11,958,163
+$2,887,822 QoQ
Shares Held
347,520
+35.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $11,958,163 | 347,520 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,070,341 | 256,732 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,531,566 | 216,923 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,926,110 | 57,599 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||