Private Advisor Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1567755
MORRISTOWN, NJ
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$20,337,720
+$3,533,642 QoQ
Shares Held
591,041
+24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,337,720 | 591,041 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,804,078 | 475,632 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,907,013 | 515,755 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,867,457 | 444,601 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,466,410 | 370,123 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,953,115 | 318,296 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,175,309 | 263,295 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,956,561 | 65,811 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $535,449 | 18,394 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||