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Sigma Planning Corp

Position in CGBL — Capital Group Core Balanced ETF

CIK 1449126 ANN ARBOR, MI

Position in CGBL

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$4,871,251
+$488,318 QoQ
Shares Held
141,565
+14.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,871,251 141,565
2025-12-31 $4,382,933 124,057
2025-09-30 $4,011,305 115,533
2025-06-30 $3,376,336 100,967
2025-03-31 $2,316,467 74,773
2024-12-31 $2,071,481 66,245