Pines Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2037426
SOUTHERN PINES, NC
Position in CGBL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$702,583
-$18,431 QoQ
Shares Held
20,418
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,583 | 20,418 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $721,014 | 20,408 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $667,873 | 19,236 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $668,264 | 19,984 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $556,834 | 17,974 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $622,210 | 19,898 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||