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WARNER FINANCIAL, INC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1927175 BETHESDA, MD

Position in CGBL

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$376,548
-$10,068 QoQ
Shares Held
10,943
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $376,548 10,943
2025-12-31 $386,616 10,943
2025-09-30 $376,642 10,848
2025-06-30 $243,744 7,289
2025-03-31 $253,664 8,188
2024-12-31 $227,489 7,275