Cascades Capital Asset Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2035512
GREENSBORO, NC
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,552
+$7,979 QoQ
Shares Held
2,886
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#87
of 97 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,552 | 2,886 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $101,573 | 2,875 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||