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SMITH, MOORE & CO.

Position in CGBL — Capital Group Core Balanced ETF

CIK 200724 CLAYTON, MO

Position in CGBL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$12,407,263
+$1,503,939 QoQ
Shares Held
326,851
+3.2% QoQ
Ownership
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#21
of 97 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,407,263 326,851
2026-03-31 $10,903,324 316,865
2025-12-31 $10,864,681 307,520
2025-09-30 $8,523,100 245,481
2025-06-30 $5,121,937 153,168
2025-03-31 $3,839,413 123,932
2024-12-31 $2,852,199 91,212
2024-09-30 $893,960 28,791
2024-06-30 $814,007 27,380
2024-03-31 $293,283 10,075