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SEAMOUNT FINANCIAL GROUP INC

Position in CGBL — Capital Group Core Balanced ETF

CIK 2011267 COLORADO SPRINGS, CO

Position in CGBL

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$8,303,855
+$1,457,502 QoQ
Shares Held
241,321
+24.5% QoQ
Ownership
of shares outstanding
% of Portfolio
6.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 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
2026-03-31 $8,303,855 241,321
2025-12-31 $6,846,353 193,783
2025-09-30 $5,360,663 154,397
2025-06-30 $4,243,770 126,907
2025-03-31 $3,288,867 106,161
2024-12-31 $2,744,067 87,754
2024-09-30 $1,415,848 45,599
2024-06-30 $731,506 24,605