Visionary Wealth Advisors
Position in CGBL — Capital Group Core Balanced ETF
CIK 1802984
O'FALLON, IL
Position in CGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,191,526
+$180,905 QoQ
Shares Held
31,389
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#57
of 97 holders
Holding Since
Dec 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,526 | 31,389 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,010,621 | 29,370 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $883,002 | 24,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $753,146 | 21,692 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $604,528 | 18,078 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $525,080 | 16,949 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $291,092 | 9,309 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||