Medallion Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2131139
FARMINGTON, CT
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$449,826
+$429,180 QoQ
Shares Held
11,850
+1875.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#72
of 97 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,826 | 11,850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,646 | 600 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,198 | 600 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $20,832 | 600 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $20,064 | 600 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||