Nicholson Wealth Management Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2035982
CHARLESTOWN, SC
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$219,948
-$5,881 QoQ
Shares Held
6,392
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,948 | 6,392 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $225,829 | 6,392 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $221,930 | 6,392 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $213,748 | 6,392 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||