KINGSWOOD WEALTH ADVISORS, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1987855
SAN DIEGO, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$841,565
New position
Shares Held
24,457
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in CGBL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $841,565 | 24,457 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||