High Net Worth Advisory Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1919142
NAPLES, FL
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$10,907,453
+$455,532 QoQ
Shares Held
316,985
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,907,453 | 316,985 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,451,921 | 295,837 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,253,331 | 266,513 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,509,072 | 164,745 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,291,473 | 138,524 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,927,512 | 125,600 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $423,056 | 13,625 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $405,071 | 13,625 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||