Y-Intercept (HK)’s Capital Group Core Balanced ETF CGBL Stock Holding History

Y-Intercept (HK)’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 Q3	$261K	Buy	+7,107	New	+$268K	0.01%	1432

Other funds holding CGBL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Y-Intercept (HK)'s CGBL Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Capital Group Core Balanced ETF (CGBL) in Q3 2026: 7,107 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #1432 among its holdings.

294 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Y-Intercept (HK) held 7,107 shares of Capital Group Core Balanced ETF worth $261K as of Q3 2026.
Capital Group Core Balanced ETF was a new Y-Intercept (HK) position in Q3 2026.
Capital Group Core Balanced ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1432 holding.
294 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.