OneAscent Financial Services LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1780985
BIRMINGHAM, AL
Position in CGBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$602,311
+$205,839 QoQ
Shares Held
15,867
+37.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#64
of 97 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,311 | 15,867 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $396,472 | 11,522 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274,726 | 7,776 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||