Capital Investment Advisory Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1659203
RALEIGH, NC
Position in CGBL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,048,610
+$305,762 QoQ
Shares Held
30,474
+44.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,610 | 30,474 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $742,848 | 21,026 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $445,908 | 12,843 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $306,845 | 9,176 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $235,478 | 7,601 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||