WNY Asset Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1803296
Williamsville, NY
Position in CGBL
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$3,214,031
+$1,525,424 QoQ
Shares Held
93,404
+92.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,214,031 | 93,404 | Shares | Sole | 2026-05-22 | |
| 2025-09-30 | $1,688,607 | 48,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,407,054 | 42,077 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,484,127 | 47,906 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $749,666 | 23,974 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||