Ameritas Advisory Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1901275
LINCOLN, NE
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,686,370
+$5,261,820 QoQ
Shares Held
149,799
+1114.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#32
of 97 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,686,370 | 149,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $424,550 | 12,338 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $434,347 | 12,294 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,401,542 | 40,367 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,129,068 | 33,764 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,735,251 | 56,012 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,684,389 | 53,866 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,948,356 | 62,749 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,561,328 | 86,153 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $392,024 | 13,467 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||