Lantern Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1950218
MELVILLE, NY
Position in CGBL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,549,310
+$866,028 QoQ
Shares Held
45,025
+132.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,549,310 | 45,025 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $683,282 | 19,340 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $641,243 | 18,469 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $609,276 | 18,220 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||