HBW ADVISORY SERVICES LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1790525
SIMI VALLEY, CA
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,738,255
+$131,624 QoQ
Shares Held
50,516
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,738,255 | 50,516 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,606,631 | 45,475 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,391,369 | 40,074 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $627,167 | 18,755 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $247,747 | 7,997 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $206,131 | 6,592 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||