JY
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Jeff Yass’s Capital Group Core Balanced ETF CGBL Stock Holding History

Jeff Yass’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
Q1 		– Sell
-158,871
Closed -$5.61M – 13249
2025
Q4 		$5.61M Buy
+158,871
New +$5.56M ﹤0.01% 3833
2025
Q3 		– Sell
-304,914
Closed -$10.2M – 12524
2025
Q2 		$10.2M Buy
+304,914
New +$9.62M ﹤0.01% 2804
2024
Q3 		– Sell
-57,909
Closed -$1.72M – 12072
2024
Q2 		$1.72M Buy
+57,909
New +$1.68M ﹤0.01% 5386
2024
Q1 		– Sell
-8,161
Closed -$223K – 12267
2023
Q4 		$223K Buy
+8,161
New +$210K ﹤0.01% 10449

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's CGBL Position: Q1 2026 in Review

Jeff Yass sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2026, closing a stake of 158,871 shares — an estimated $5.61M sold.

Jeff Yass first reported a position in CGBL in Q4 2023 and held it in 4 quarters. The position peaked at $10.2M in Q2 2025. 320 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Jeff Yass reported no remaining Capital Group Core Balanced ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 158,871 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $5.61M.
  • Jeff Yass first reported a position in Capital Group Core Balanced ETF in Q4 2023 and held it in 4 quarters.
  • Jeff Yass's Capital Group Core Balanced ETF position peaked at $10.2M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.