Stock Ownership/CGBL

CAPITAL GROUP CORE BALANCED (CGBL): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in CGBL. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$10.5M
Across holders
Last Price
$38.20
2026-08-24
Sector
—
GICS
Quarterly fund activity2 increased0 reduced1 exited
Full exits: CITADEL ADVISORS LLC
Institutional Holders of CGBL
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund168K$6.4M60.4%0.0%Added$-11.8MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund97K$3.7M34.9%0.0%Added—Q2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund13K$493K4.7%0.0%Unchanged+$0Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$6.4M· 60.4% of total· 0.0% port· 168K sh· $-11.8M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$3.7M· 34.9% of total· 0.0% port· 97K sh· — QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCUnchanged
Hedge Fund
$493K· 4.7% of total· 0.0% port· 13K sh· +$0 QoQ· Q2 2026
Loading recent insider activity…
← Stock ownership