ETF · 14021D107

CGBL

ETF
CAPITAL GROUP CORE BALANCED
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···Share
Holders (tracked)
3
Combined shares
193,437
Combined value
$6.83M
Last close
$36.82
Quarter
2025Q4
Price · 1Y$36.82+7.50 (+25.59%)H $36.82 · L $28.90 · Avg Vol 907K
$30.00$32.00$34.00$36.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
Flat over the last 6 quarters.
312023Q42025Q4
Filing-implied avg cost: $35.33 · live $36.82

Who owns CGBL

3 super-investors · 2025Q4
Tracked stake
193.4K
shares
Combined value
$7M
% of shares outstanding
—
shares-out unknown
Quarter action mix
Added1Trim1Held1
#ManagerSharesValue
1Ken Griffin
Citadel Advisors
167.5K$6M
2Renaissance Technologies13.0K$459K
3AQR Capital Management13.0K$459K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions0
—
Added to1
Trimmed1
Exited0
—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2023Q4
1
$671K
2024Q4
1
$1.6M
2025Q1
1
$1.4M
2025Q2
2
$11.7M
2025Q3
3
$7.1M
2025Q4
3
$6.8M