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SWEENEY & MICHEL, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1979556 CHICO, CA

Position in CGBL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$406,399
+$74,618 QoQ
Shares Held
10,706
+11.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#73
of 97 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $406,399 10,706
2026-03-31 $331,781 9,642
2025-12-31 $238,512 6,751
2025-09-30 $224,673 6,471
2025-06-30 $215,253 6,437