Beacon Financial Advisory LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1800502
Cleveland, OH
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,216,772
-$312,911 QoQ
Shares Held
35,361
-18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,216,772 | 35,361 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,529,683 | 43,297 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,491,571 | 42,960 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,322,150 | 39,538 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $976,861 | 31,532 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $689,659 | 22,055 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $618,329 | 19,914 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $416,428 | 14,007 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $273,517 | 9,396 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||