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Equitable Holdings, Inc.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1333986 NEW YORK, NY

Position in CGBL

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,397,610
+$821,371 QoQ
Shares Held
185,923
+17.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,397,610 185,923
2025-12-31 $5,576,239 157,833
2025-09-30 $4,140,880 119,265
2025-06-30 $3,007,025 89,923
2025-03-31 $613,899 19,816
2024-12-31 $604,542 19,333