Hartmann Taylor Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2058267
DALLAS, TX
Position in CGBL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$11,223,681
-$196,494 QoQ
Shares Held
326,175
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,223,681 | 326,175 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,420,175 | 323,243 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,690,426 | 307,904 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,601,727 | 287,133 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,033,272 | 291,584 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||