Lodestone Wealth Management LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1950158
SPOKANE, WA
Position in CGBL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$489,516
-$20,613 QoQ
Shares Held
14,226
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489,516 | 14,226 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $510,129 | 14,439 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $431,673 | 12,433 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $432,278 | 12,927 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $399,208 | 12,886 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $308,259 | 9,858 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $289,044 | 9,309 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $218,753 | 7,358 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $207,554 | 7,130 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||