World Investment Advisors
Position in CGBL — Capital Group Core Balanced ETF
CIK 1652594
SANTA BARBARA, CA
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,925,644
+$1,785,739 QoQ
Shares Held
393,194
+3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#19
of 97 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,925,644 | 393,194 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,139,905 | 381,863 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,677,240 | 273,910 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $6,024,093 | 173,505 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,432,605 | 132,554 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,265,817 | 105,417 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,977,796 | 63,249 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,380,545 | 44,462 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $803,423 | 27,024 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $344,196 | 11,824 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||