Merited Wealth, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2123943
NORTH BAY VILLAGE, FL
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,000,605
-$3,344,231 QoQ
Shares Held
52,703
-66.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.97%
of 13F equity value
Holder Rank
#48
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 | $2,000,605 | 52,703 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,344,836 | 155,328 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,326,138 | 150,754 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||