THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 319933
INDIANAPOLIS, IN
Position in CGBL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$83,650
-$2,237 QoQ
Shares Held
2,431
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,650 | 2,431 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $85,887 | 2,431 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $331,590 | 9,916 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $145,883 | 4,709 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $105,754 | 3,382 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $75,141 | 2,420 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $71,589 | 2,408 | Shares | Sole | 2024-07-05 | |
| No filing history on record for this holder in this stock. | ||||||