GREAT VALLEY ADVISOR GROUP, INC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1769897
WILMINGTON, DE
All Filings in CGBL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,835,692 | 575,229 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,370,730 | 562,939 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,535,374 | 496,331 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,735,856 | 395,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,512,455 | 344,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,508,470 | 274,644 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,966,664 | 62,893 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||