SFG Wealth Management, LLC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1908914
TOWSON, MD
Position in CGBL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$805,882
-$10,346 QoQ
Shares Held
23,420
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $805,882 | 23,420 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $816,228 | 23,103 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $801,025 | 23,071 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $435,207 | 14,048 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||