Skip to main content

Spire Wealth Management

Position in CGBL — Capital Group Core Balanced ETF

CIK 1858740 MCLEAN, VA

Position in CGBL

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$375,963
-$10,052 QoQ
Shares Held
10,926
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $375,963 10,926
2025-12-31 $386,015 10,926
2025-09-30 $377,371 10,869
2025-06-30 $162,016 4,845
2025-03-31 $267,419 8,632
2024-12-31 $269,922 8,632