Southland Equity Partners LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2006517
WILDWOOD, MO
Position in CGBL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$423,449
+$38,776 QoQ
Shares Held
12,306
+13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $423,449 | 12,306 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $384,673 | 10,888 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $268,628 | 7,737 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||