Capital Group Core Balanced (CGBL): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CGBL for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 365

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$37.96

+10.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CGBL (all 13F filers)

LPL Financial18.7 MWealth adviser+3.8 M
Advance Capital Management12.0 MType not verified+67 K
Wells Fargo10.1 MBank or trading desk+2.5 M
Envestnet Asset Management9.7 MWealth adviser+1.4 M
Morgan Stanley6.2 MBank or trading desk+722 K
Raymond James Financial5.7 MWealth adviser+2.0 M
Cetera Investment Advisers4.8 MWealth adviser+771 K
Forge Financial Services3.8 MType not verified+78 K
Osaic Holdings3.6 MWealth adviser+779 K
Commonwealth Equity Services3.5 MWealth adviser+242 K

Filer	Type
LPL Financial	Wealth adviser	18.7 M	+3.8 M	$711M
Advance Capital Management	Type not verified	12.0 M	+67 K	$457M
Wells Fargo	Bank or trading desk	10.1 M	+2.5 M	$385M
Envestnet Asset Management	Wealth adviser	9.7 M	+1.4 M	$366M
Morgan Stanley	Bank or trading desk	6.2 M	+722 K	$234M
Raymond James Financial	Wealth adviser	5.7 M	+2.0 M	$215M
Cetera Investment Advisers	Wealth adviser	4.8 M	+771 K	$183M
Forge Financial Services	Type not verified	3.8 M	+78 K	$146M
Osaic Holdings	Wealth adviser	3.6 M	+779 K	$136M
Commonwealth Equity Services	Wealth adviser	3.5 M	+242 K	$132M

LPL Financial
Shares
18.7 M
Change
+3.8 M
See more
Type
Wealth adviser
Value
$711M
Advance Capital Management
Shares
12.0 M
Change
+67 K
See more
Type
Type not verified
Value
$457M
Wells Fargo
Shares
10.1 M
Change
+2.5 M
See more
Type
Bank or trading desk
Value
$385M
Envestnet Asset Management
Shares
9.7 M
Change
+1.4 M
See more
Type
Wealth adviser
Value
$366M
Morgan Stanley
Shares
6.2 M
Change
+722 K
See more
Type
Bank or trading desk
Value
$234M
Raymond James Financial
Shares
5.7 M
Change
+2.0 M
See more
Type
Wealth adviser
Value
$215M
Cetera Investment Advisers
Shares
4.8 M
Change
+771 K
See more
Type
Wealth adviser
Value
$183M
Forge Financial Services
Shares
3.8 M
Change
+78 K
See more
Type
Type not verified
Value
$146M
Osaic Holdings
Shares
3.6 M
Change
+779 K
See more
Type
Wealth adviser
Value
$136M
Commonwealth Equity Services
Shares
3.5 M
Change
+242 K
See more
Type
Wealth adviser
Value
$132M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗