StrongBox Wealth, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1812155
Lee's Summit, MO
Position in CGBL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,375,861
+$425,277 QoQ
Shares Held
98,107
+17.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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 | $3,375,861 | 98,107 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,950,584 | 83,515 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,463,140 | 70,943 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,233,190 | 66,782 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,981,852 | 63,972 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||