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LPL Financial LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1403438 FORT MILL, SC

Position in CGBL

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$513,011,773
+$68,711,727 QoQ
Shares Held
14,908,799
+18.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.38%
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 $513,011,773 14,908,799
2025-12-31 $444,300,046 12,575,716
2025-09-30 $341,953,703 9,848,897
2025-06-30 $249,093,857 7,448,979
2025-03-31 $170,540,717 5,504,865
2024-12-31 $118,433,029 3,787,433
2024-09-30 $78,037,344 2,513,280
2024-06-30 $43,066,788 1,448,597
2024-03-31 $8,831,246 303,375