Hobart Private Capital, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1767062
CHARLOTTE, NC
Position in CGBL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$230,547
-$3,302 QoQ
Shares Held
6,700
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,547 | 6,700 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $233,849 | 6,619 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $231,651 | 6,672 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $218,998 | 6,549 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $204,932 | 6,615 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $203,067 | 6,494 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $209,618 | 6,751 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||