PCG Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1905393
OVERLAND PARK, KS
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,275,901 | 402,421 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,938,652 | 346,953 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,981,329 | 225,908 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,122,981 | 205,155 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $4,072,506 | 131,456 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $832,063 | 26,609 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||