Vermillion & White Wealth Management Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1862443
PHOENIXVILLE, PA
Position in CGBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$308,313
-$9,798 QoQ
Shares Held
8,960
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.80%
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 | $308,313 | 8,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $318,111 | 9,004 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $302,688 | 8,718 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $271,532 | 8,120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $241,674 | 7,801 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||