CAPITAL GROUP CORE BALANCED

$CGBL
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Institutional coverage

2 13F filers hold $CGBL.

13F holders
2
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$CGBL is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.04% to 3.02%, with an average of 0.84% of portfolio. Largest holder: Echo45 Advisors LLC at 3.02%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Echo45 Advisors LLC
3.02% ↑ +0.8pp
α +17.2pts
02
PCJ Investment Counsel Ltd.
0.20% held
α +18.9pts
03
Resolute Advisors LLC
0.08% held
α +53.0pts
04
Heights Capital Management, Inc.
0.04% held
α +23.4pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 2 of 2 · Source: 13F-HR
01
Quantum Financial Planning Services, Inc.
4.97% of portfolio
421,907 sh
02
Citadel
0.01% of portfolio
222,510 sh

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CGBL in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CGBL in the recent window.

Convergence · $CGBL

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:20 UTC.