HUB Investment Partners, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1841815
AUSTIN, TX
Position in CGBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$436,731
-$44,004 QoQ
Shares Held
12,692
-6.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,731 | 12,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $480,735 | 13,607 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $702,663 | 20,238 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,173,509 | 35,093 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,277,897 | 73,528 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,890,240 | 60,449 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $331,800 | 10,686 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||