Prepared Retirement Institute LLC
PensionPosition in CGBL — Capital Group Core Balanced ETF
CIK 2056037
LANSDALE, PA
Position in CGBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$561,777
+$60,586 QoQ
Shares Held
16,326
+15.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,777 | 16,326 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $501,191 | 14,186 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $227,242 | 6,545 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $318,616 | 9,528 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $294,000 | 9,490 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||