RICHARDS, MERRILL & PETERSON, INC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 90108
SPOKANE, WA
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$487,039
-$4,931 QoQ
Shares Held
14,154
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $487,039 | 14,154 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $491,970 | 13,925 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $81,322 | 2,625 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $82,083 | 2,625 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||