CERTIOR FINANCIAL GROUP, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2055620
KING OF PRUSSIA, PA
Position in CGBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,103,356
+$295,783 QoQ
Shares Held
32,065
+40.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.51%
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 | $1,103,356 | 32,065 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $807,573 | 22,858 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $519,307 | 14,957 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $445,019 | 13,308 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $376,468 | 12,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $362,325 | 11,587 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||