Farther Finance Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1992825
SAN FRANCISCO, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$854,916
-$990,263 QoQ
Shares Held
24,845
-52.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $854,916 | 24,845 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,845,179 | 52,227 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||