Advisory Services Network, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1573876
Atlanta, GA
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,585,602
+$2,007,305 QoQ
Shares Held
226,175
+18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#24
of 97 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,585,602 | 226,175 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $6,578,297 | 191,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,593,339 | 158,317 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,542,070 | 130,820 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $4,050,720 | 121,134 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,728,635 | 184,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,429,922 | 269,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,300,863 | 106,308 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,160,536 | 106,308 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,698,160 | 58,336 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,214,524 | 44,423 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||