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RFG Advisory, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1633387 BIRMINGHAM, AL

Position in CGBL

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$3,058,636
-$56,021 QoQ
Shares Held
88,888
+0.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,058,636 88,888
2025-12-31 $3,114,657 88,159
2025-09-30 $6,761,233 194,736
2025-06-30 $2,760,304 82,545
2025-03-31 $1,446,518 46,692
2024-12-31 $1,441,484 46,098
2024-09-30 $1,423,642 45,850
2024-06-30 $1,175,435 39,537
2024-03-31 $394,440 13,550
2023-12-31 $366,356 13,400