MPWM ADVISORY SOLUTIONS, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2056693
ALPHARETTA, GA
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,993
+$1,683 QoQ
Shares Held
474
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 97 holders
Holding Since
Mar 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,993 | 474 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,310 | 474 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,866 | 534 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,498 | 504 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,847 | 444 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,507 | 436 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||