Steward Partners Investment Advisory, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1723397
STAMFORD, CT
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,670,730
+$1,507,258 QoQ
Shares Held
149,387
+23.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#33
of 97 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,670,730 | 149,387 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,163,472 | 120,996 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,599,581 | 73,580 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,073,964 | 59,734 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,733,161 | 51,829 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,396,609 | 45,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $869,806 | 27,816 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $429,607 | 13,836 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $161,404 | 5,429 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $144,065 | 4,949 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||