Challenger Wealth Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 2057602
ALISO VIEJO, CA
Position in CGBL
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$4,277,025
-$179,006 QoQ
Shares Held
124,296
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.47%
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 | $4,277,025 | 124,296 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $4,456,031 | 126,126 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,061,962 | 116,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,653,587 | 109,258 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,603,779 | 116,326 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,200,515 | 102,351 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||