Confluence Wealth Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1910411
MCMURRAY, PA
Position in CGBL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$18,318,404
+$917,037 QoQ
Shares Held
532,357
+8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,318,404 | 532,357 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,401,367 | 492,538 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,749,549 | 280,805 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,089,660 | 271,820 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,136,742 | 262,645 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,723,018 | 214,999 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,893,987 | 60,998 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,800,746 | 60,570 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,682,558 | 57,800 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,566,582 | 57,300 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||