Capital Group Private Client Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1857666
Los Angeles, CA
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,966,811 | 420,622 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,247,642 | 297,810 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,347,898 | 207,979 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,839,770 | 196,998 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,812,708 | 173,825 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,930,250 | 159,143 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,834,248 | 154,597 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,790,114 | 154,271 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,238,161 | 108,919 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,254,614 | 111,804 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,982,274 | 109,081 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||