United Advisor Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2004873
CINCINNATI, OH
Position in CGBL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,409,330
-$15,599 QoQ
Shares Held
40,957
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,409,330 | 40,957 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,424,929 | 40,332 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,213,880 | 34,962 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $959,527 | 28,694 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $523,376 | 16,894 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $510,764 | 16,334 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||