CARY STREET PARTNERS FINANCIAL LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1475045
RICHMOND, VA
Position in CGBL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$11,823,757
-$763,120 QoQ
Shares Held
343,614
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 | $11,823,757 | 343,614 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $12,586,877 | 356,266 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $12,826,644 | 369,431 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $12,273,550 | 367,032 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $230,831 | 7,451 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $232,992 | 7,451 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||