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Simplicity Wealth,LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1913243 SUMMIT, NJ

Position in CGBL

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$299,986
+$4,946 QoQ
Shares Held
8,718
+4.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
5 quarters on record

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
2026-03-31 $299,986 8,718
2025-12-31 $295,040 8,351
2025-09-30 $287,794 8,289
2025-06-30 $214,082 6,402
2024-06-30 $505,469 17,002