Stonebridge Financial Group, LLC / MO
Position in CGBL — Capital Group Core Balanced ETF
CIK 2109198
ST. LOUIS, MO
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$396,093
+$87,663 QoQ
Shares Held
11,511
+31.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,093 | 11,511 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $308,430 | 8,730 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||