Michael Brady & Co., LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2095497
WESTLAKE, OH
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,130,388
+$524,793 QoQ
Shares Held
161,496
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.51%
of 13F equity value
Holder Rank
#30
of 97 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,130,388 | 161,496 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,605,595 | 162,906 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,235,552 | 148,190 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||