Quantum Financial Planning Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2050169
SPOKANE, WA
All Filings in CGBL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,015,589 | 421,907 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,763,275 | 312,795 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,274,050 | 319,107 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,617,995 | 277,016 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,949,189 | 237,715 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $332,663 | 10,738 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $626,713 | 20,042 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||