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ST GERMAIN D J CO INC

Position in CGBL — Capital Group Core Balanced ETF

CIK 831571 SPRINGFIELD, MA

Position in CGBL

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$23,963,124
-$288,165 QoQ
Shares Held
696,400
+1.5% QoQ
Ownership
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
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

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $23,963,124 696,400
2025-12-31 $24,251,289 686,422
2025-09-30 $22,834,719 657,682
2025-06-30 $21,834,313 652,940
2025-03-31 $21,862,493 705,697
2024-12-31 $17,923,088 573,172
2024-09-30 $14,551,023 468,632
2024-06-30 $11,644,170 391,664
2023-12-31 $29,609 1,083