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Allworth Financial LP

Position in CGBL — Capital Group Core Balanced ETF

CIK 1555170 FOLSOM, CA

Position in CGBL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$51,321
-$9,997 QoQ
Shares Held
1,352
-24.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 97 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $51,321 1,352
2026-03-31 $61,318 1,782
2025-12-31 $64,512 1,826
2025-09-30 $172,801 4,977
2025-06-30 $156,031 4,666
2025-03-31 $132,470 4,276
2024-12-31 $102,440 3,276