Larson Financial Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1731061
ST LOUIS, MO
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,532
+$6,035 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 97 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,532 | 1,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,497 | 1,700 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||