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tru Independence LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1785445 PORTLAND, OR

Position in CGBL

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$833,651
+$437,814 QoQ
Shares Held
24,227
+116.2% QoQ
Ownership
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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 $833,651 24,227
2025-12-31 $395,837 11,204
2025-09-30 $385,079 11,091
2025-06-30 $279,892 8,370
2025-03-31 $240,435 7,761
2024-12-31 $222,986 7,131
2024-09-30 $219,989 7,085