Blueprint Financial Advisors LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2054129
GREENSBOTO, NC
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,826,254
+$505,793 QoQ
Shares Held
100,797
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#38
of 97 holders
Holding Since
Sep 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,826,254 | 100,797 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,320,461 | 96,497 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,921,119 | 82,681 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,060,597 | 59,349 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||