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Latitude Advisors, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1843715 YORKVILLE, IL

Position in CGBL

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$971,291
+$193,078 QoQ
Shares Held
28,227
+28.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $971,291 28,227
2025-12-31 $778,213 22,027
2025-09-30 $571,456 16,459
2025-06-30 $549,519 16,433
2025-03-31 $472,692 15,258
2024-12-31 $408,949 13,078
2024-09-30 $255,696 8,235
2024-06-30 $244,499 8,224
2024-03-31 $234,189 8,045