Asset Allocation Strategies LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1922879
FARMINGTON, MI
Position in CGBL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,947,571
+$1,409,496 QoQ
Shares Held
56,599
+271.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,947,571 | 56,599 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $538,075 | 15,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,351 | 7,297 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||