AMERIPRISE FINANCIAL INC
Position in CGBL — Capital Group Core Balanced ETF
CIK 820027
MINNEAPOLIS, MN
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,620,966
-$531,804 QoQ
Shares Held
95,389
-21.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 97 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,620,966 | 95,389 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,152,770 | 120,685 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,124,793 | 145,055 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||