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BENJAMIN EDWARDS INC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1451623 Clayton, MO

Position in CGBL

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$32,411,880
+$9,566,125 QoQ
Shares Held
941,932
+45.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $32,411,880 941,932
2025-12-31 $22,845,755 646,639
2025-09-30 $13,529,307 389,669
2025-06-30 $8,891,461 265,893
2025-03-31 $5,846,607 188,722
2024-12-31 $4,410,821 141,056
2024-09-30 $2,769,877 89,207