KILEY JUERGENS WEALTH MANAGEMENT, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1723223
OLYMPIA, WA
All Filings in CGBL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,584 | 32,576 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $856,636 | 24,895 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $824,425 | 23,335 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $627,425 | 18,071 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $503,639 | 15,061 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $351,530 | 11,347 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||