Vestmark Advisory Solutions, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1736982
Wakefield, MA
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,559,717
+$2,219,253 QoQ
Shares Held
120,119
+76.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#36
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 | $4,559,717 | 120,119 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,340,464 | 68,017 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||