CAPTRUST FINANCIAL ADVISORS
Position in CGBL — Capital Group Core Balanced ETF
CIK 1512024
RALEIGH, NC
All Filings in CGBL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,442,628 | 143,378 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,751,436 | 138,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,583,325 | 129,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,799,548 | 109,434 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,735,258 | 81,796 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,106,051 | 67,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,717,848 | 54,936 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,259,232 | 40,555 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $875,013 | 29,432 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $767,514 | 26,366 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $447,637 | 16,373 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||