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44 WEALTH MANAGEMENT LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1831187 EUGENE, OR

Position in CGBL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$561,997
+$53,659 QoQ
Shares Held
14,805
+0.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#65
of 97 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $561,997 14,805
2026-03-31 $508,338 14,773