Capital Analysts, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1624758
FORT WASHINGTON, PA
Position in CGBL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,887,491
+$1,486,815 QoQ
Shares Held
54,853
+383.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,887,491 | 54,853 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $400,676 | 11,341 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $177,522 | 5,113 | Shares | Defined | 2025-11-14 | |
| 2024-12-31 | $18,793 | 601 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||