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Advisor Resource Council

Position in CGBL — Capital Group Core Balanced ETF

CIK 1820879 DALLAS, TX

Position in CGBL

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$618,450
-$226,078 QoQ
Shares Held
17,973
-24.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $618,450 17,973
2025-12-31 $844,528 23,904
2025-09-30 $290,745 8,374
2025-06-30 $218,463 6,533
2025-03-31 $5,106,216 164,823