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VICUS CAPITAL

Position in CGBL — Capital Group Core Balanced ETF

CIK 1544806 STATE COLLEGE, PA

Position in CGBL

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$1,560,872
+$396,996 QoQ
Shares Held
45,361
+37.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 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
2026-03-31 $1,560,872 45,361
2025-12-31 $1,163,876 32,943
2025-09-30 $810,052 23,331
2025-06-30 $554,368 16,578
2025-03-31 $318,071 10,267