Prime Capital Investment Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1731446
OVERLAND PARK, KS
Position in CGBL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$303,874
+$21,305 QoQ
Shares Held
8,831
+10.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,874 | 8,831 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $282,569 | 7,998 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||