Capital Management Associates, Inc
Position in CGBL — Capital Group Core Balanced ETF
CIK 2008851
MINNEAPOLIS, MN
Position in CGBL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$10,300,839
+$740,259 QoQ
Shares Held
299,356
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,300,839 | 299,356 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,560,580 | 270,608 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,689,056 | 221,459 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,226,160 | 186,189 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,690,358 | 312,794 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,262,367 | 104,329 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,267,336 | 40,816 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||