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HARBOUR INVESTMENTS, INC.

Position in CGBL — Capital Group Core Balanced ETF

CIK 810121 MADISON, WI

Position in CGBL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$38,561,590
+$5,161,799 QoQ
Shares Held
1,015,848
+4.7% QoQ
Ownership
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#11
of 97 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,561,590 1,015,848
2026-03-31 $33,399,791 970,642
2025-12-31 $21,604,860 611,516
2025-09-30 $15,400,854 443,573
2025-06-30 $14,595,088 436,456
2025-03-31 $9,849,192 317,921
2024-12-31 $8,461,724 270,602
2024-09-30 $6,919,709 222,857
2024-06-30 $3,830,472 128,842
2024-03-31 $2,184,792 75,053
2023-12-31 $684,921 25,052