Brookwood Investment Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2066812
PHOENIX, AZ
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,141,173
+$38,666 QoQ
Shares Held
33,164
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,141,173 | 33,164 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,102,507 | 31,206 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $709,989 | 20,449 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $681,072 | 20,367 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $647,853 | 20,912 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||