Bleakley Financial Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1936953
PARSIPPANY, NJ
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,679,336
+$755,995 QoQ
Shares Held
165,049
+18.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,679,336 | 165,049 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,923,341 | 139,353 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,511,968 | 129,953 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,166,166 | 94,682 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,923,734 | 62,096 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,569,097 | 50,179 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $641,306 | 20,654 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $505,469 | 17,002 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||