HARMONY ASSET MANAGEMENT LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2002815
Scottsdale, AZ
Position in CGBL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$217,918
+$8,800 QoQ
Shares Held
6,333
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,918 | 6,333 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $209,118 | 5,919 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $205,507 | 5,919 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $200,405 | 5,993 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||