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Creative Planning

Position in CGBL — Capital Group Core Balanced ETF

CIK 1540235 OVERLAND PARK, KS

Position in CGBL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$276,386
+$14,630 QoQ
Shares Held
7,281
-4.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 97 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $276,386 7,281
2026-03-31 $261,756 7,607
2025-12-31 $437,809 12,392
2025-09-30 $424,243 12,219
2025-06-30 $218,363 6,530