Keystone Wealth Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1866189
PALM DESERT, CA
Position in CGBL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,646,002
-$56,798 QoQ
Shares Held
47,835
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,646,002 | 47,835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,702,800 | 48,197 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,400,952 | 40,350 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,003,200 | 30,000 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,117,882 | 36,084 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $969,401 | 31,001 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $693,781 | 22,344 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||