NewEdge Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,673,017 | 491,913 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $11,628,445 | 329,138 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,552,278 | 131,114 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,468,854 | 133,638 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,051,523 | 33,942 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $624,024 | 19,956 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $457,428 | 14,732 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,360 | 2,333 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $44,392 | 1,525 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||