AdvisorNet Financial, Inc
Position in CGBL — Capital Group Core Balanced ETF
CIK 1409362
MINNETONKA, MN
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$8,317,378
+$6,664,641 QoQ
Shares Held
241,714
+416.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,317,378 | 241,714 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,652,737 | 46,780 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,155,724 | 33,287 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $874,890 | 26,163 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $641,905 | 20,720 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $479,775 | 15,343 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $99,142 | 3,193 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $40,878 | 1,375 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $39,968 | 1,373 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||