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Berger Financial Group, Inc

Position in CGCB — Capital Group Core Bond ETF

CIK 1826136 Plymouth, MN

Position in CGCB

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$2,637,291
+$50,663 QoQ
Shares Held
100,430
+3.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGCB Over Time

Shares Held

Position Value (USD)

All Filings in CGCB

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,637,291 100,430
2025-12-31 $2,586,628 97,535
2025-09-30 $2,247,976 84,574
2025-06-30 $1,878,977 71,444
2025-03-31 $1,637,533 62,311