GREAT VALLEY ADVISOR GROUP, INC.
Position in CGCB — Capital Group Core Bond ETF
CIK 1769897
WILMINGTON, DE
Position in CGCB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,366,873
+$1,282,189 QoQ
Shares Held
128,213
+63.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,366,873 | 128,213 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,084,684 | 78,608 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,185,567 | 82,226 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,023,074 | 76,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,806,512 | 68,741 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $429,377 | 16,649 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $5,006,339 | 185,764 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||