J. Derek Lewis & Associates Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2077884
NEWPORT BEACH, CA
Position in CGBL
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$42,563,105
+$2,063,125 QoQ
Shares Held
1,236,940
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,563,105 | 1,236,940 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $40,499,980 | 1,146,334 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||