Financial Perspectives, Inc
Position in CGBL — Capital Group Core Balanced ETF
CIK 2003287
MINNEAPOLIS, MN
Position in CGBL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$322,284
+$29,646 QoQ
Shares Held
9,366
+13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,284 | 9,366 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $292,638 | 8,283 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $250,261 | 7,208 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $194,654 | 5,821 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $55,330 | 1,786 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||