AA Financial Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2016899
Columbus, OH
Position in CGBL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,689,738
+$2,398,835 QoQ
Shares Held
136,290
+110.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,689,738 | 136,290 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,290,903 | 64,843 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,206,247 | 63,544 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,926,110 | 57,599 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,824,722 | 58,900 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,996,401 | 63,844 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,824,435 | 58,758 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,514,089 | 50,928 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,413,203 | 48,547 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||