Spinnaker Investment Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1911067
Newport Beach, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$467,838
-$41,019 QoQ
Shares Held
13,596
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,838 | 13,596 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $508,857 | 14,403 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $465,352 | 13,403 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $419,371 | 12,541 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||