Onyx Bridge Wealth Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1819476
TARRYTOWN, NY
Position in CGBL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,215,500
+$177,882 QoQ
Shares Held
122,508
+7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,215,500 | 122,508 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,037,618 | 114,283 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $904,837 | 26,061 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $210,003 | 6,280 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||