Renaissance Technologies’s Capital Group Core Balanced ETF CGBL Stock Holding History

Renaissance Technologies’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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Renaissance Technologies's CGBL Position: Q2 2026 in Review

Renaissance Technologies 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: Renaissance Technologies previously reported a position in CGBL as recently as Q4 2025.

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

Renaissance Technologies 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 Renaissance Technologies position in Q2 2026.
Capital Group Core Balanced ETF made up 0.01% of Renaissance Technologies's portfolio in Q2 2026, its #1623 holding.
Renaissance Technologies first reported a position in Capital Group Core Balanced ETF in Q2 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 Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.