CWS Financial Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1802459
KALAMAZOO, MI
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,161,992
+$372,885 QoQ
Shares Held
120,953
+12.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
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 | $4,161,992 | 120,953 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,789,107 | 107,249 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,431,655 | 98,838 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,122,928 | 93,389 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,187,838 | 70,621 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,372,846 | 43,903 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $900,977 | 29,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $471,071 | 15,845 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $260,330 | 8,943 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||