Global Retirement Partners, LLC
PensionPosition in CGBL — Capital Group Core Balanced ETF
CIK 1749744
San Rafael, CA
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,509 | 48,907 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $912,679 | 25,833 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $444,936 | 12,815 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $323,799 | 9,683 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $77,674 | 2,484 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,810 | 477 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||