LEIGH BALDWIN & CO., LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 946629
CAZENOVIA, NY
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,378,517
+$165,290 QoQ
Shares Held
36,315
+3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#54
of 97 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,378,517 | 36,315 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,213,227 | 35,258 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,219,238 | 34,510 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,122,080 | 32,318 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,034,132 | 30,925 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $612,784 | 19,780 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||