B. Riley Wealth Advisors, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1464811
MEMPHIS, TN
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$11,847,294
-$1,694,094 QoQ
Shares Held
344,298
-10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,847,294 | 344,298 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,541,388 | 383,283 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,622,466 | 421,154 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,843,434 | 384,074 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,954,718 | 62,511 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $910,789 | 29,333 | Shares | Sole | 2024-12-13 | |
| No filing history on record for this holder in this stock. | ||||||