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Intrua Financial, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1812792 Houston, TX

Position in CGBL

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$349,502
+$17,153 QoQ
Shares Held
10,157
+8.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $349,502 10,157
2025-12-31 $332,349 9,407
2025-09-30 $264,149 7,608