Mascagni Wealth Management, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2063074
CLINTON, MS
Position in CGBL
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,715,086
+$134,760 QoQ
Shares Held
78,904
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.85%
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 | $2,715,086 | 78,904 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,580,326 | 73,035 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,409,949 | 69,411 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,243,155 | 67,080 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,384,592 | 76,972 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,406,914 | 76,972 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||