AQR Capital Management
CGBL icon

AQR Capital Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

AQR Capital Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Hold
12,979
– – ﹤0.01% 3394
2026
Q1 		$447K Hold
12,979
– – ﹤0.01% 3187
2025
Q4 		$459K Hold
12,979
– – ﹤0.01% 2959
2025
Q3 		$451K Buy
+12,979
New +$442K ﹤0.01% 2867

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Envestnet Asset Management
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Morgan Stanley
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Raymond James Financial
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Cetera Investment Advisers
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FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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AQR Capital Management's CGBL Position: Q2 2026 in Review

AQR Capital Management held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 12,979 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #3394.

AQR Capital Management first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • AQR Capital Management held 12,979 shares of Capital Group Core Balanced ETF worth $493K as of Q2 2026.
  • AQR Capital Management left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
  • Capital Group Core Balanced ETF made up ﹤0.01% of AQR Capital Management's portfolio in Q2 2026, its #3394 holding.
  • AQR Capital Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.