Tennessee Valley Asset Management Partners
Position in CGBL — Capital Group Core Balanced ETF
CIK 1826790
KNOXVILLE, TN
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$303,874
-$2,437 QoQ
Shares Held
8,831
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,874 | 8,831 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $306,311 | 8,670 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $493,356 | 15,925 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $480,619 | 15,370 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $415,883 | 13,394 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||