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Owen LaRue, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1965328 ELIZABETHTOWN, KY

Position in CGBL

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$543,678
-$14,536 QoQ
Shares Held
15,800
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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
2026-03-31 $543,678 15,800
2025-12-31 $558,214 15,800
2025-09-30 $685,581 19,746
2025-06-30 $749,724 22,420
2025-03-31 $1,356,707 43,793
2024-12-31 $1,978,609 63,275
2024-09-30 $957,892 30,850