Ken Griffin’s Capital Group Core Balanced ETF CGBL Stock Holding History

Ken Griffin’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	$7.66M	Buy	222,510 +55,052	+33%	+$1.97M	﹤0.01%	3651
2025 Q4	$5.92M	Buy	167,458 +31,290	+23%	+$1.09M	﹤0.01%	4027
2025 Q3	$4.73M	Sell	136,168 -119,679	-47%	-$4.08M	﹤0.01%	4456
2025 Q2	$8.56M	Buy	255,847 +210,889	+469%	+$6.65M	﹤0.01%	3252
2025 Q1	$1.39M	Sell	44,958 -4,752	-10%	-$151K	﹤0.01%	6237
2024 Q4	$1.55M	Buy	+49,710	New	+$1.57M	﹤0.01%	6155
2024 Q1	–	Sell	-24,560	Closed	-$671K	–	14629
2023 Q4	$671K	Buy	+24,560	New	+$632K	﹤0.01%	7483

Other funds holding CGBL

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ken Griffin's CGBL Position: Q1 2026 in Review

Ken Griffin increased its Capital Group Core Balanced ETF (CGBL) stake by 33% in Q1 2026, buying an estimated $1.97M and bringing the position to 222,510 shares worth $7.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

Ken Griffin first reported a position in CGBL in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.56M in Q2 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Ken Griffin held 222,510 shares of Capital Group Core Balanced ETF worth $7.66M as of Q1 2026.
Ken Griffin bought 55,052 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $1.97M.
Capital Group Core Balanced ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3651 holding.
Ken Griffin first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 7 quarters since.
Ken Griffin's Capital Group Core Balanced ETF position peaked at $8.56M in Q2 2025.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.