GREAT VALLEY ADVISOR GROUP, INC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1769897
WILMINGTON, DE
Position in CGBL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$19,370,730
+$1,835,356 QoQ
Shares Held
562,939
+13.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.00%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,370,730 | 562,939 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,535,374 | 496,331 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,735,856 | 395,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,512,455 | 344,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,508,470 | 274,644 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,966,664 | 62,893 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||