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Betterment LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1633901 NEW YORK, NY

Position in CGBL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$16,042,389
+$4,681,653 QoQ
Shares Held
422,613
+28.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#16
of 97 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,042,389 422,613
2026-03-31 $11,360,736 330,158