Integrity Advisory Solutions, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2057931
DALLAS, TX
Position in CGBL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,085,832
-$58,216 QoQ
Shares Held
147,801
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,085,832 | 147,801 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,144,048 | 145,600 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,976,591 | 143,335 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||