NewEdge Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1633516
NEW ORLEANS, LA
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,673,017
+$7,044,572 QoQ
Shares Held
491,913
+49.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#13
of 97 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,673,017 | 491,913 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $11,628,445 | 329,138 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,552,278 | 131,114 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,468,854 | 133,638 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,051,523 | 33,942 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $624,024 | 19,956 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $457,428 | 14,732 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,360 | 2,333 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $44,392 | 1,525 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||