NWF Advisory Services Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2045735
Los Angeles, CA
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,754,462
+$199,413 QoQ
Shares Held
50,987
+15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,754,462 | 50,987 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,555,049 | 44,015 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $1,200,096 | 34,565 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $606,066 | 18,124 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $551,908 | 17,815 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $462,483 | 14,790 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||