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Claro Advisors Inc.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1764386 BOSTON, MA

Position in CGBL

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$231,407
-$6,187 QoQ
Shares Held
6,725
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $231,407 6,725
2025-12-31 $237,594 6,725
2025-09-30 $231,756 6,675
2025-06-30 $223,212 6,675
2025-03-31 $205,552 6,635
2024-12-31 $207,476 6,635