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Advisor OS, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1767580 CHICAGO, IL

Position in CGBL

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$1,233,667
+$158,929 QoQ
Shares Held
35,852
+17.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,233,667 35,852
2025-12-31 $1,074,738 30,420
2025-09-30 $726,932 20,937
2025-06-30 $652,782 19,521
2025-03-31 $595,838 19,233
2024-12-31 $493,753 15,790
2024-09-30 $471,276 15,178