Capital Analysts, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1624758
FORT WASHINGTON, PA
All Filings in CGBL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,426,667 | 116,614 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,887,491 | 54,853 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $400,676 | 11,341 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $177,522 | 5,113 | Shares | Defined | 2025-11-14 | |
| 2024-12-31 | $18,793 | 601 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||