LongView Wealth Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 1990190
ATLANTA, GA
Position in CGBL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$9,095,698
+$438,471 QoQ
Shares Held
264,333
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,095,698 | 264,333 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,657,227 | 245,039 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,675,128 | 192,256 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,311,509 | 158,837 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,162,596 | 134,364 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,401,081 | 108,765 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,239,326 | 72,120 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $846,829 | 28,484 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $512,132 | 17,593 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||