Colonial River Investments, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1845859
MIDLOTHIAN, VA
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$698,316
+$83,363 QoQ
Shares Held
20,294
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $698,316 | 20,294 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $614,953 | 17,406 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $529,236 | 15,243 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $407,065 | 12,173 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $309,118 | 9,978 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||