Janney Montgomery Scott LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1329948
PHILADELPHIA, PA
Position in CGBL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$46,188,233
+$15,657,107 QoQ
Shares Held
1,342,291
+55.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,188,233 | 1,342,291 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $30,531,126 | 864,170 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,627,661 | 536,511 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,380,779 | 310,430 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,672,468 | 183,101 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,998,651 | 127,875 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,975,742 | 63,631 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,468,216 | 49,385 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $470,563 | 16,165 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $302,517 | 11,065 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||