Richmond Investment Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2031991
Mequon, WI
Position in CGBL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,121,387
+$362,428 QoQ
Shares Held
32,589
+51.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
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 | $1,121,387 | 32,589 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $758,959 | 21,482 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $853,938 | 24,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $822,055 | 24,583 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $397,659 | 12,836 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $580,590 | 18,567 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||