Skip to main content

Lantz Financial LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1766883 NAPERVILLE, IL

Position in CGBL

as of Mar 31, 2026 · filed Apr 9, 2026
Position Value
$875,872
+$350,480 QoQ
Shares Held
25,454
+71.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $875,872 25,454
2025-12-31 $525,392 14,871