Williams & Novak, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1998419
WESTLAKE VILLAGE, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,011,860
+$485,408 QoQ
Shares Held
29,406
+97.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,011,860 | 29,406 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $526,452 | 14,901 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $346,991 | 9,994 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||