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Summit Financial, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1765536 PARSIPPANY, NJ

Position in CGBL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,140,584
+$70,537 QoQ
Shares Held
30,047
-3.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#58
of 97 holders
Holding Since
Sep 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
2026-06-30 $1,140,584 30,047
2026-03-31 $1,070,047 31,097
2025-12-31 $1,089,824 30,847
2025-09-30 $1,061,807 30,582