Western Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1767902
GOLDEN, CO
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,683,563
+$173,894 QoQ
Shares Held
44,351
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#50
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,563 | 44,351 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,509,669 | 43,873 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,225,421 | 34,685 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,186,069 | 34,161 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||