Confluence Wealth Services, Inc.
Position in CGCB — Capital Group Core Bond ETF
CIK 1910411
MCMURRAY, PA
Position in CGCB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,661,680
+$5,957 QoQ
Shares Held
63,278
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,661,680 | 63,278 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,655,723 | 62,433 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,659,469 | 62,433 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,640,515 | 62,377 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,534,305 | 58,383 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||