SEC 13F Intelligence

Boyer Financial Services, Inc. / CGBL

Boyer Financial Services, Inc.’s Capital Group Core Balanced Position

Does Boyer Financial Services, Inc. own Capital Group Core Balanced (CGBL)? Yes292.9K shares worth $10M (+10.69% of its 13F portfolio) as of Q1 2026, up from 253.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
292.9K
% of Portfolio
+10.69%
Quarters Held
2
currently held

Position History CGBL

Reported value by quarter
Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026292.9K$10M+10.69%
Q4 2025253.9K$9M+9.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boyer Financial Services, Inc.’s full portfolio or all institutional holders of CGBL.