DIVERSIFY WEALTH MANAGEMENT, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2030780
SANDY, UT
Position in CGBL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$749,105
+$158,812 QoQ
Shares Held
21,770
+30.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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 | $749,105 | 21,770 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $590,293 | 16,708 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $551,110 | 15,873 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $398,303 | 11,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $323,555 | 10,444 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||