CCG WEALTH MANAGEMENT, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1771169
SAN DIEGO, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,581,586
+$1,270,223 QoQ
Shares Held
45,963
+421.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,581,586 | 45,963 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $311,363 | 8,813 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||