Security Financial Services, INC.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1913590
Fort Wayne, IN
Position in CGBL
as of Mar 31, 2026
· filed May 27, 2026
Position Value
$1,979,916
+$248,040 QoQ
Shares Held
57,539
+17.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,979,916 | 57,539 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $1,731,876 | 49,020 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,551,497 | 44,686 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $793,631 | 23,733 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||