Transcendent Capital Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2013703
EDMOND, OK
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$372,866
+$10,451 QoQ
Shares Held
10,836
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,866 | 10,836 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $362,415 | 10,258 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $360,289 | 10,377 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $287,316 | 8,592 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $299,111 | 9,655 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $232,680 | 7,441 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $196,204 | 6,319 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $187,863 | 6,319 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $183,946 | 6,319 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||