Dynamic Advisor Solutions LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1599747
PHOENIX, AZ
Position in CGBL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$247,029
+$35,085 QoQ
Shares Held
7,179
+19.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,029 | 7,179 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $211,944 | 5,999 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $279,322 | 8,045 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $271,098 | 8,107 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $260,448 | 8,407 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $243,405 | 7,784 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $250,666 | 8,073 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $250,177 | 8,415 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||