Walkner Condon Financial Advisors LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1817494
MADISON, WI
Position in CGBL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$705,989
+$284,255 QoQ
Shares Held
20,517
+71.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $705,989 | 20,517 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $421,734 | 11,937 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $397,092 | 11,437 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||