Integrated Wealth Concepts LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1737109
WALTHAM, MA
Position in CGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,006,363
+$10,211,432 QoQ
Shares Held
474,351
+109.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#14
of 97 holders
Holding Since
Sep 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,006,363 | 474,351 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,794,931 | 226,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,888,643 | 194,980 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,196,299 | 149,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,568,382 | 106,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,493,332 | 80,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,228,223 | 39,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $651,211 | 20,973 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||