FINANCIAL MANAGEMENT NETWORK INC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1844831
MISSION VIEJO, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$500,218
+$79,297 QoQ
Shares Held
14,537
+22.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $500,218 | 14,537 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $420,921 | 11,914 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $361,226 | 10,404 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $254,612 | 7,614 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $258,590 | 8,347 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||