Skip to main content

Arax Advisory Partners

Position in CGBL — Capital Group Core Balanced ETF

CIK 1586767 DENVER, CO

Position in CGBL

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$522,481
+$118,695 QoQ
Shares Held
15,184
+32.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.04%
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 $522,481 15,184
2025-12-31 $403,786 11,429
2025-09-30 $227,659 6,557
2025-06-30 $148,908 4,453
2025-03-31 $74,537 2,406