CGBL · Insider trading · 13F holders · Congress trades
Capital Group Core Balanced (CGBL)
Who is buying and selling CGBL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 94
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGBL at a glance
- No open-market insider purchases or sales of CGBL were filed in the last 90 days.
- 94 13F filers hold CGBL among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Advance Capital Management, Inc. (14.8%), Forge Financial Services LLC (12.6%) and J. Derek Lewis & Associates Inc. (9.6%). In their latest 13Fs, 3 managers opened a new position and 30 added to one.
- No member of Congress has disclosed a trade in CGBL.
CGBL insider trading
No open-market insider purchases or sales of CGBL were filed in the last 90 days.
Who owns CGBL? Hedge funds and superinvestors
94 13F filers hold CGBL among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Advance Capital Management, Inc. (14.8%), Forge Financial Services LLC (12.6%) and J. Derek Lewis & Associates Inc. (9.6%). In their latest 13Fs, 3 managers opened a new position and 30 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Advance Capital Management, Inc.Wealth manager | 14.8% | $457.1M | 12,041,305 | +0.6% shares | Q2 2026 |
| Forge Financial Services LLCWealth manager | 12.6% | $145.9M | 3,842,632 | +2.1% shares | Q2 2026 |
| Aprio Wealth Management, LLCWealth manager | 2.8% | $60.8M | 1,655,176 | -2.0% shares | Q3 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 9.6% | $50.8M | 1,337,192 | +8.1% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 0.5% | $49.9M | 1,314,820 | — | Q2 2026 |
| Compton Financial Group, LLCWealth manager | 9.3% | $48.2M | 1,268,449 | +133.5% shares | Q2 2026 |
| Harbour Investments, Inc.Wealth manager | 0.5% | $38.6M | 1,015,848 | +4.7% shares | Q2 2026 |
| Quantum Financial Planning Services, Inc.Wealth manager | 7.7% | $28.3M | 771,132 | +82.8% shares | Q3 2026 |
| St Germain D J Co IncInvestment manager | 1.0% | $27.4M | 721,765 | +3.6% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.6% | $21.3M | 562,184 | +5.6% shares | Q2 2026 |
| Greenbush Financial Group, LLCWealth manager | 6.1% | $20.9M | 569,126 | +3.6% shares | Q3 2026 |
| Flagship Harbor Advisors, LLCWealth manager | 0.8% | $20.8M | 564,823 | +3.0% shares | Q3 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 0.5% | $16.2M | 426,687 | +0.0% shares | Q2 2026 |
| Capital Group Private Client Services, Inc.Wealth manager | 0.2% | $16.0M | 420,622 | — | Q2 2026 |
| Clarity Wealth Advisors, LLCWealth manager | 2.7% | $15.8M | 429,417 | +16.2% shares | Q3 2026 |
| B. Riley Wealth Advisors, Inc.Wealth manager | 0.6% | $15.4M | 417,954 | +17.9% shares | Q3 2026 |
| PCG Wealth Advisors, LLCWealth manager | 3.4% | $15.3M | 402,421 | +16.0% shares | Q2 2026 |
| KWB WealthWealth manager | 1.2% | $14.3M | 387,913 | -58.1% shares | Q3 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 1.5% | $13.8M | 375,569 | +9.7% shares | Q3 2026 |
| Hartmann Taylor Wealth Management, LLCWealth manager | 7.2% | $12.8M | 346,952 | +6.4% shares | Q3 2026 |
| High Net Worth Advisory Group LLCWealth manager | 2.6% | $12.5M | 340,147 | +2.8% shares | Q3 2026 |
| Capital Management Associates, IncWealth manager | 2.5% | $12.4M | 338,640 | +5.8% shares | Q3 2026 |
| Smith, Moore & Co.Wealth manager | 0.8% | $12.4M | 326,851 | +3.2% shares | Q2 2026 |
| Clg LLCWealth manager | 2.5% | $12.1M | 329,968 | +9.8% shares | Q3 2026 |
| Base Wealth Management LLCWealth manager | 5.4% | $12.1M | 328,252 | +1.9% shares | Q3 2026 |
| Founders Financial Securities LLCWealth manager | 0.6% | $11.6M | 315,090 | +12.9% shares | Q3 2026 |
| LongView Wealth ManagementWealth manager | 2.7% | $11.2M | 305,085 | +10.4% shares | Q3 2026 |
| Hopwood Nicholas HunterInvestment manager | 3.0% | $11.0M | 288,664 | +3.3% shares | Q2 2026 |
| Boyer Financial Services, Inc.Wealth manager | 8.7% | $10.9M | 295,713 | +0.2% shares | Q3 2026 |
| AdvisorNet Financial, IncWealth manager | 0.5% | $10.8M | 292,029 | +7.6% shares | Q3 2026 |
The 30 largest of 94 positions, by value. Each manager counts with its latest 13F (Q3 2026: 51, Q2 2026: 43). Screen CGBL in the grand portfolio →
CGBL stock trades by members of Congress
No member of Congress has disclosed a trade in CGBL.
CGBL questions and answers
Are insiders buying CGBL stock?
No open-market insider purchases or sales of CGBL were filed in the last 90 days.
Which hedge funds own CGBL?
94 13F filers hold CGBL among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Advance Capital Management, Inc. (14.8%), Forge Financial Services LLC (12.6%) and J. Derek Lewis & Associates Inc. (9.6%). In their latest 13Fs, 3 managers opened a new position and 30 added to one.
Has Congress traded CGBL?
No member of Congress has disclosed a trade in CGBL.
Who is the largest holder of CGBL?
Among 13F filers, Advance Capital Management, Inc. reports the largest CGBL position, $457.1M (12,041,305 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Advance Capital Management, Inc.'s: 14.8% of its portfolio.
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