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HighTower Advisors, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1462245 CHICAGO, IL

Position in CGBL

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$7,811,861
+$378,359 QoQ
Shares Held
227,023
+7.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
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
2026-03-31 $7,811,861 227,023
2025-12-31 $7,433,502 210,402
2025-09-30 $7,039,341 202,746
2025-06-30 $6,166,804 184,414
2025-03-31 $5,257,058 169,692
2024-12-31 $3,685,732 117,868
2024-09-30 $2,953,724 95,128
2024-06-30 $2,363,862 79,511
2024-03-31 $2,342,394 80,467