N.E.W. Advisory Services LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1803456
DE PERE, WI
Position in CGBL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,632
-$143,371 QoQ
Shares Held
309
-92.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,632 | 309 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $154,003 | 4,359 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $149,573 | 4,308 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $143,357 | 4,287 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $264,569 | 8,540 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||