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MORGAN STANLEY

Position in CGBL — Capital Group Core Balanced ETF

CIK 895421 NEW YORK, NY

Position in CGBL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$233,593,159
+$46,676,285 QoQ
Shares Held
6,153,666
+13.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 97 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $233,593,159 6,153,666
2026-03-31 $186,916,874 5,432,051
2025-12-31 $143,524,415 4,062,395
2025-09-30 $120,548,602 3,472,022
2025-06-30 $80,323,714 2,402,025
2025-03-31 $68,125,452 2,199,014
2024-12-31 $57,003,802 1,822,955
2024-09-30 $39,024,788 1,256,837
2024-06-30 $22,086,981 742,919
2024-03-31 $2,233,290 76,719