SAGESPRING WEALTH PARTNERS, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2056425
FRANKLIN, TN
Position in CGBL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,645,476
+$740,825 QoQ
Shares Held
164,065
+18.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
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 | $5,645,476 | 164,065 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,904,651 | 138,824 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,240,388 | 122,131 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,989,826 | 119,313 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,904,344 | 93,749 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,066,838 | 34,117 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||