CAP GROUP CORE BALANCED (CGBL) Institutional Ownership
None of the superinvestors we track currently report CAP GROUP CORE BALANCED (CGBL) in their latest SEC Form 13F filings.
13F filings cover institutional equity holdings and are reported quarterly with a delay. This stock may still have insider Form 4 activity or appear in future filings.
When tracked funds report positions in CAP GROUP CORE BALANCED (CGBL), this page will show fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance.
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q4 2025 | 1 | $459,290 | 13,000 |
| Q3 2025 | 1 | $1,888,768 | 54,400 |
| Q2 2025 | 1 | $3,113,264 | 93,100 |
Related CGBL Institutional Insights:
- CGBL Institutional Ownership & Insiders Activity
- CGBL Institutional Ownership & 13F Activity
- CGBL Top Institutional Shareholders
- CGBL Institutional Buying Activity
- CGBL Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- CGBL Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings