ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in CGBL — Capital Group Core Balanced ETF
CIK 771572
ROCHESTER, NY
Position in CGBL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,313,567
+$20,348 QoQ
Shares Held
38,174
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,313,567 | 38,174 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,293,219 | 36,604 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,166,140 | 33,587 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $995,843 | 29,780 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $561,078 | 18,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $475,647 | 15,211 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $140,935 | 4,539 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||