ENDEAVOR PRIVATE WEALTH, INC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1906023
TOPEKA, KS
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,072,042
+$1,054,192 QoQ
Shares Held
212,646
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
#25
of 97 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,072,042 | 212,646 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,017,850 | 203,948 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,598,988 | 215,086 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,062,152 | 203,403 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,132,260 | 183,381 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,551,116 | 146,905 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,842,176 | 122,871 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||