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Bare Financial Services, Inc

Position in CGBL — Capital Group Core Balanced ETF

CIK 2009426 GAP, PA

Position in CGBL

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,756,699
+$193,524 QoQ
Shares Held
51,052
+15.4% QoQ
Ownership
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,756,699 51,052
2025-12-31 $1,563,175 44,245
2025-09-30 $1,473,551 42,441
2025-06-30 $1,221,295 36,522
2025-03-31 $923,265 29,802
2024-12-31 $769,179 24,598
2024-09-30 $371,482 11,964
2024-06-30 $47,657 1,603