Northwest Financial Advisors
Position in CGBL — Capital Group Core Balanced ETF
CIK 2010635
HERNDON, VA
Position in CGBL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$908,768
+$234,425 QoQ
Shares Held
26,410
+38.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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 | $908,768 | 26,410 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $674,343 | 19,087 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $458,373 | 13,202 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $441,240 | 13,195 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $4,284 | 138 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||