Gateway Wealth Partners, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1966037
APPLETON, WI
Position in CGBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,056,851
+$9,773,650 QoQ
Shares Held
350,388
+442.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,056,851 | 350,388 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,283,201 | 64,625 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,171,175 | 33,732 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $829,646 | 24,810 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $598,595 | 19,322 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $498,850 | 15,953 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $254,020 | 8,181 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||