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ASSETMARK, INC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1344551 CONCORD, CA

Position in CGBL

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$10,688,503
+$2,733,106 QoQ
Shares Held
310,622
+37.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,688,503 310,622
2025-12-31 $7,955,397 225,174
2025-09-30 $4,268,754 122,948
2025-06-30 $758,017 22,668