Security record · archived quarter
CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
2Tracked holders
0Δ holders
2.34MShares held
$86.82MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.34M | $86.82M | n/a | n/a |
| Q2 2026 | 37 | +2 | 74.10M | $2.81B | +4 | −3 |
| Q1 2026 | 37 | -2 | 63.30M | $2.18B | +1 | −3 |
| Q4 2025 | 39 | +2 | 51.88M | $1.83B | +2 | n/a |
| Q3 2025 | 5 | +1 | 3.72M | $129.21M | +1 | n/a |
| Q2 2025 | 2 | +1 | 348.95K | $11.67M | +1 | n/a |
| Q1 2025 | 1 | 0 | 44.96K | $1.39M | n/a | n/a |
| Q4 2024 | 1 | +1 | 49.71K | $1.55M | +1 | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.33M | +46.1% | $86.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 12.21K | 0.0% | $449,023 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 317 holders, 116.23M shares, $3.85B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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