Forge Financial Services LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2055357
EDMOND, OK
Position in CGBL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$129,555,164
New position
Shares Held
3,765,044
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
16.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in CGBL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,555,164 | 3,765,044 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||