Bridgewealth Advisory Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1801982
Fresno, CA
Position in CGBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$746,628
+$80,941 QoQ
Shares Held
21,698
+15.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $746,628 | 21,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $665,687 | 18,842 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $597,496 | 17,209 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $556,140 | 16,631 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $486,262 | 15,696 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $500,507 | 16,006 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $431,036 | 13,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $349,030 | 11,740 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $228,222 | 7,840 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||