COMMONWEALTH EQUITY SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 312272
WALTHAM, MA
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,235,444 | 3,483,547 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $111,558,734 | 3,242,044 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $97,439,610 | 2,757,985 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $71,584,098 | 2,061,754 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $60,820,872 | 1,818,806 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $56,437,845 | 1,821,751 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,550,969 | 1,232,842 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,604,195 | 889,024 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $21,034,420 | 707,515 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,977,510 | 720,629 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,122,899 | 150,801 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||