Greenbush Financial Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2061818
ALBANY, NY
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$18,968,202
+$774,807 QoQ
Shares Held
551,241
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,968,202 | 551,241 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,193,395 | 514,956 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $16,058,729 | 462,521 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,552,285 | 435,176 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,326,811 | 333,338 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $10,079,446 | 322,336 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||