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ARVEST INVESTMENTS, INC.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1025038 LOWELL, AR

Position in CGBL

as of Mar 31, 2026 · filed Apr 14, 2026
Position Value
$60,733
-$1,624 QoQ
Shares Held
1,765
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $60,733 1,765
2025-12-31 $62,357 1,765
2025-09-30 $61,280 1,765
2025-06-30 $59,021 1,765
2025-03-31 $54,679 1,765
2024-12-31 $55,191 1,765
2024-09-30 $54,803 1,765
2024-06-30 $52,473 1,765