Wealthspire Retirement, LLC
PensionPosition in CGBL — Capital Group Core Balanced ETF
CIK 2040084
ALISO VIEJO, CA
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$269,060
+$68,810 QoQ
Shares Held
7,088
+25.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#82
of 97 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,060 | 7,088 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $200,250 | 5,668 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||