Skip to main content

Carson Advisory Inc.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1909304 ATHENS, GA

Position in CGBL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,936,415
+$365,393 QoQ
Shares Held
51,012
+11.7% QoQ
Ownership
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#49
of 97 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,936,415 51,012
2026-03-31 $1,571,022 45,656
2025-12-31 $514,934 14,575
2025-09-30 $471,324 13,575
2025-06-30 $437,228 13,075
2025-03-31 $405,063 13,075
2024-12-31 $417,548 13,353
2024-09-30 $358,720 11,553