# CAPITAL GROUP CORE BALANCED (CGBL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGBL/

- Reporting holders: 17
- Reported value: $39.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $12.4M | 336,374 | 0.3% | 12 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $7.4M | 201,745 | 2.2% | 7 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $5.9M | 160,324 | 0.4% | 10 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $4.0M | 108,591 | 1.1% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.5M | 40,690 | 0.1% | 4 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $1.4M | 36,748 | 0.9% | 4 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $1.3M | 35,694 | 1.1% | 6 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $1.1M | 29,639 | 0.2% | 3 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $1.1M | 29,274 | 0.7% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $791.4K | 21,535 | 0.0% | 4 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $682.8K | 18,489 | 0.1% | 7 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $554.6K | 15,091 | 0.3% | 5 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $437.3K | 11,900 | 0.1% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $399.8K | 10,880 | 0.0% | 2 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $298.4K | 8,121 | 0.3% | 2 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $235.6K | 6,410 | 0.1% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $78.0K | 2,122 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $78 | 2,120 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $39.5M |
| Q2 2026 | 362 | $5.6B |
| Q1 2026 | 319 | $4.3B |
| Q4 2025 | 310 | $3.3B |
| Q3 2025 | 255 | $2.5B |
| Q2 2025 | 243 | $1.8B |
| Q1 2025 | 220 | $1.3B |
| Q4 2024 | 185 | $925.8M |
| Q3 2024 | 136 | $653.3M |
| Q2 2024 | 108 | $426.4M |
| Q1 2024 | 73 | $223.7M |
| Q4 2023 | 40 | $79.9M |