Capital Group Core Balanced ETF

Cassady Wealth & Retirement Planning, LLC CGBL

Report date

3/31/2026

Quarter

2026 Q1

Filed

5/18/2026

Shares

107,522

Value ($000)

3,942

Weight

2.0%

2025 Q4 - 2026 Q1 (2 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	5/18/2026	3,942	2.0%	107,522	3/31/2026
2025 Q4	4/2/2026	3,414	2.2%	96,627	12/31/2025