Smith Thornton Advisors LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2032436
HUNTSVILLE, AL
Position in CGBL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,479,148
+$153,991 QoQ
Shares Held
42,986
+14.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,479,148 | 42,986 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,325,157 | 37,508 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,028,406 | 29,620 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $671,241 | 20,073 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $413,335 | 13,342 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $364,076 | 11,643 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $355,243 | 11,441 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||