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OSAIC HOLDINGS, INC.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1677044 SCOTTSDALE, AZ

Position in CGBL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$136,112,411
+$39,541,573 QoQ
Shares Held
3,585,680
+27.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#6
of 97 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $136,112,411 3,585,680
2026-03-31 $96,570,838 2,806,476
2025-12-31 $92,083,227 2,606,375
2025-09-30 $72,479,352 2,087,539
2025-06-30 $47,918,482 1,432,969
2025-03-31 $50,548,887 1,631,662
2024-12-31 $36,842,186 1,178,196
2024-09-30 $24,879,680 801,278
2024-06-30 $18,633,304 626,751
2024-03-31 $15,770,922 541,770
2023-12-31 $5,399,756 197,504
2023-09-30 $16,505 661