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VestGen Advisors, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 2050130 CHICAGO, IL

Position in CGBL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,467,078
+$14,495 QoQ
Shares Held
38,648
-8.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#53
of 97 holders
Holding Since
Mar 2025
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
2026-06-30 $1,467,078 38,648
2026-03-31 $1,452,583 42,214
2025-12-31 $3,272,123 92,616
2025-09-30 $9,945,544 286,450
2025-06-30 $9,271,072 277,245
2025-03-31 $8,168,589 263,673