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Creekside Partners

Position in CGBL — Capital Group Core Balanced ETF

CIK 2035951 PETALUMA, CA

Position in CGBL

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$1,978,884
+$134,093 QoQ
Shares Held
57,509
+10.1% QoQ
Ownership
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,978,884 57,509
2025-12-31 $1,844,791 52,216
2025-09-30 $1,429,943 41,185
2025-06-30 $416,528 12,456