Wisconsin Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2073891
SUN PRAIRIE, WI
Position in CGBL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,154,765
-$31,722 QoQ
Shares Held
33,559
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,154,765 | 33,559 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,186,487 | 33,583 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $988,652 | 28,475 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $266,015 | 7,955 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||