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Valmark Advisers, Inc.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1380443 AKRON, OH

Position in CGBL

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$5,367,443
+$1,179,072 QoQ
Shares Held
155,985
+31.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,367,443 155,985
2025-12-31 $4,188,371 118,550
2025-09-30 $3,198,614 92,126
2025-06-30 $2,154,940 64,442
2025-03-31 $1,472,355 47,526
2024-12-31 $721,461 23,072
2024-09-30 $716,385 23,072
2024-06-30 $674,930 22,702
2024-03-31 $539,408 18,530