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Continuum Advisory, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1846532 EAGLE, ID

Position in CGBL

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$3,235,572
+$760,353 QoQ
Shares Held
94,030
+34.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,235,572 94,030
2025-12-31 $2,475,219 70,060
2025-09-30 $1,562,781 45,011
2025-06-30 $810,084 24,225
2025-03-31 $610,151 19,695
2024-12-31 $312,887 10,006
2024-09-30 $297,148 9,570
2024-06-30 $106,433 3,580
2024-03-31 $104,213 3,580