Smartleaf Asset Management LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2010393
BOSTON, MA
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,197,038
+$1,514,739 QoQ
Shares Held
426,687
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#15
of 97 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,197,038 | 426,687 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,682,299 | 426,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,145,637 | 400,386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,233,528 | 381,150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,262,892 | 336,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,199,201 | 296,940 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,290,475 | 233,146 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,571,577 | 211,645 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||