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CVFG LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 2050974 SHELBYVILLE, IN

Position in CGBL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$6,262,678
+$1,325,566 QoQ
Shares Held
164,981
+15.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#28
of 97 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,262,678 164,981
2026-03-31 $4,937,112 143,479
2025-12-31 $4,355,588 123,283
2025-09-30 $4,097,064 118,003
2025-06-30 $3,466,457 103,662
2025-03-31 $2,725,341 87,971
2024-12-31 $1,714,565 54,831