Johnson Bixby & Associates, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1844238
VANCOUVER, WA
Position in CGBL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$11,123,789
-$69,991 QoQ
Shares Held
323,272
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,123,789 | 323,272 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,193,780 | 316,835 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,788,951 | 253,138 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,921,244 | 206,975 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,450,376 | 208,211 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,552,613 | 177,570 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,000,827 | 96,645 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,868,411 | 62,846 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $908,581 | 31,212 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $269,353 | 9,852 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||