Modern Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2001900
KANSAS CITY, MO
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,577
+$44,412 QoQ
Shares Held
12,423
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 97 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,577 | 12,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $427,165 | 12,414 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $415,551 | 11,762 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,196 | 11,440 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $317,011 | 9,480 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $294,929 | 9,520 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $258,915 | 8,280 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||