WELLS FARGO & COMPANY/MN
Position in CGBL — Capital Group Core Balanced ETF
CIK 72971
SAN FRANCISCO, CA
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$384,943,210
+$122,260,162 QoQ
Shares Held
10,140,759
+32.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2
of 97 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,943,210 | 10,140,759 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $262,683,048 | 7,633,916 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $163,299,852 | 4,622,130 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $55,142,199 | 1,588,197 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,496,981 | 612,948 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,142 | 166 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,159 | 165 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $31 | 1 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29 | 1 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||