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Accel Wealth Management

Position in CGBL — Capital Group Core Balanced ETF

CIK 1838226 WAVERLY, IA

Position in CGBL

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$731,315
+$118,234 QoQ
Shares Held
21,253
+22.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.46%
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
2026-03-31 $731,315 21,253
2025-12-31 $613,081 17,353
2025-09-30 $387,197 11,152