Advance Capital Management, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1536029
SOUTHFIELD, MI
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$457,087,937
+$45,066,038 QoQ
Shares Held
12,041,305
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
35.35%
of 13F equity value
Holder Rank
#1
of 97 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,087,937 | 12,041,305 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $412,021,899 | 11,973,900 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $331,597,169 | 9,385,711 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $322,061,470 | 9,275,964 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $90,535,589 | 2,707,404 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $67,430,324 | 2,176,576 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $67,560,492 | 2,160,553 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $65,042,763 | 2,094,775 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $59,986,548 | 2,017,711 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $55,907,035 | 1,920,544 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||