Strategic Financial Concepts, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1870686
SAN ANTONIO, TX
Position in CGBL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$626,709
+$400,350 QoQ
Shares Held
18,213
+184.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
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 | $626,709 | 18,213 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $226,359 | 6,407 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $347,234 | 10,001 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $321,090 | 9,602 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $389,263 | 12,565 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||