Boyer Financial Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 2108122
NEWPORT BEACH, CA
Position in CGBL
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$10,080,203
+$1,109,351 QoQ
Shares Held
292,944
+15.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,080,203 | 292,944 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,970,852 | 253,916 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||