Strategic Investment Solutions, Inc. /IL
Position in CGBL — Capital Group Core Balanced ETF
CIK 1960144
ORLAND PARK, IL
Position in CGBL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$118,267
+$32,169 QoQ
Shares Held
3,437
+41.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,267 | 3,437 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $86,098 | 2,437 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $84,611 | 2,437 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $81,492 | 2,437 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $75,497 | 2,437 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||