RIA Advisory Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1958384
Des Moines, IA
Position in CGBL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,212,986
+$21,058 QoQ
Shares Held
35,251
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,212,986 | 35,251 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,191,928 | 33,737 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,067,778 | 30,754 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $1,029,450 | 30,785 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $918,495 | 29,648 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,025,812 | 32,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $939,107 | 30,245 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||