SUMMIT WEALTH GROUP LLC / CO
Position in CGCB — Capital Group Core Bond ETF
CIK 2081278
COLORADO SPRINGS, CO
Position in CGCB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$218,483
New position
Shares Held
8,320
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGCB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,483 | 8,320 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||