PCG Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1905393
OVERLAND PARK, KS
Position in CGBL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$11,938,652
+$3,957,323 QoQ
Shares Held
346,953
+53.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $11,938,652 | 346,953 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,981,329 | 225,908 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,122,981 | 205,155 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $4,072,506 | 131,456 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $832,063 | 26,609 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||