Advyzon Investment Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2011872
LISLE, IL
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,102,699
+$195,480 QoQ
Shares Held
29,049
+10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#59
of 97 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,699 | 29,049 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $907,219 | 26,365 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $785,421 | 22,231 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||