Compton Financial Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1844567
TOWSON, MD
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$48,150,324
+$29,457,230 QoQ
Shares Held
1,268,449
+133.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.79%
of 13F equity value
Holder Rank
#10
of 97 holders
Holding Since
Dec 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,150,324 | 1,268,449 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,693,094 | 543,246 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $798,987 | 22,615 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||