Taylor Financial Group, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2012516
Roanoke, VA
Position in CGBL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,990,630
+$56,317 QoQ
Shares Held
115,973
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,990,630 | 115,973 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,934,313 | 111,359 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,874,925 | 111,605 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,490,132 | 104,370 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,911,655 | 93,985 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,681,308 | 85,747 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,485,117 | 80,036 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,129,381 | 71,624 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,903,735 | 65,398 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,721,162 | 62,954 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||