World Investment Advisors
Position in CGBL — Capital Group Core Balanced ETF
CIK 1652594
SANTA BARBARA, CA
All Filings in CGBL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,925,644 | 393,194 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,139,905 | 381,863 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,677,240 | 273,910 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $6,024,093 | 173,505 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,432,605 | 132,554 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,265,817 | 105,417 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,977,796 | 63,249 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,380,545 | 44,462 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $803,423 | 27,024 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $344,196 | 11,824 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||