Base Wealth Management LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2083977
LAKEWOOD RANCH, FL
Position in CGBL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$10,848,062
-$1,181,096 QoQ
Shares Held
315,259
-7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,848,062 | 315,259 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,029,158 | 340,480 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,250,738 | 324,042 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $12,312,240 | 368,189 | Shares | Sole | 2025-09-19 | |
| 2025-03-31 | $11,226,253 | 362,371 | Shares | Sole | 2025-09-19 | |
| No filing history on record for this holder in this stock. | ||||||