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Sovran Advisors, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 2051471 SAN DIEGO, CA

Position in CGBL

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$3,019,752
-$1,881 QoQ
Shares Held
87,758
+2.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,019,752 87,758
2025-12-31 $3,021,633 85,526
2025-09-30 $2,890,092 83,240
2025-06-30 $2,530,170 75,663
2025-03-31 $208,495 6,730