Jim Simons
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Jim Simons’s Capital Group Core Balanced ETF CGBL Stock Holding History

Jim Simons’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 		$3.68M Buy
+97,000
New +$3.58M 0.01% 1623
2026
Q1 		– Sell
-13,000
Closed -$459K – 3299
2025
Q4 		$459K Sell
13,000
-41,400
-76% -$1.45M ﹤0.01% 2607
2025
Q3 		$1.89M Sell
54,400
-38,700
-42% -$1.32M ﹤0.01% 2116
2025
Q2 		$3.11M Buy
+93,100
New +$2.94M ﹤0.01% 1815

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jim Simons's CGBL Position: Q2 2026 in Review

Jim Simons opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 97,000 shares worth $3.68M. The stake represents 0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Jim Simons previously reported a position in CGBL as recently as Q4 2025.

Jim Simons first reported a position in CGBL in Q2 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Jim Simons held 97,000 shares of Capital Group Core Balanced ETF worth $3.68M as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Jim Simons position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1623 holding.
  • Jim Simons first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.