Cetera Investment Advisers
Position in CGBL — Capital Group Core Balanced ETF
CIK 1666741
SCHAUMBURG, IL
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$182,941,690
+$43,625,063 QoQ
Shares Held
4,819,328
+19.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#5
of 97 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,941,690 | 4,819,328 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $139,316,627 | 4,048,725 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $117,481,223 | 3,325,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,387,018 | 2,372,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,342,366 | 1,744,688 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,167,796 | 1,554,803 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $32,116,916 | 1,027,084 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,605,983 | 728,051 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,902,910 | 400,367 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||