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PFG Advisors

Position in CGBL — Capital Group Core Balanced ETF

CIK 1694435 Phoenix, AZ

Position in CGBL

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$4,509,086
+$671,295 QoQ
Shares Held
131,040
+20.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,509,086 131,040
2025-12-31 $3,837,791 108,627
2025-09-30 $2,628,026 75,692
2025-06-30 $1,671,933 49,998
2025-03-31 $1,001,986 32,343
2024-12-31 $1,145,889 36,645
2024-09-30 $1,009,466 32,511
2024-06-30 $570,459 19,188