Clear Creek Financial Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1784235
SILVERDALE, WA
Position in CGBL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$5,630,508
+$1,926,299 QoQ
Shares Held
163,630
+56.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,630,508 | 163,630 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,704,209 | 104,846 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,328,953 | 95,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,008,228 | 89,959 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,617,283 | 84,483 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,242,340 | 71,709 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,801,024 | 58,004 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,126,172 | 37,880 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||