SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1079935
LOS ANGELES, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,470,650
+$538,739 QoQ
Shares Held
129,923
+16.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,470,650 | 129,923 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,931,911 | 111,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,517,240 | 101,303 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,008,797 | 89,976 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,450,548 | 79,101 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,870,133 | 59,806 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $959,103 | 30,889 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $359,257 | 12,084 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||