Balboa Wealth Partners
Position in CGBL — Capital Group Core Balanced ETF
CIK 1929008
SCOTTSDALE, AZ
Position in CGBL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$572,066
+$2,476 QoQ
Shares Held
16,625
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $572,066 | 16,625 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $569,590 | 16,122 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $523,056 | 15,065 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $492,337 | 14,723 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||