Question 1

How many shares of CGBL does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 1M shares of CGBL (CAPITAL GROUP CORE BALANCED).

Question 2

What is &PARTNERS's CGBL position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's CGBL position is worth $38.3M.

Question 3

Is &PARTNERS buying or selling CGBL?

Accepted Answer

In 2026-Q2, &PARTNERS increased their CGBL position (+17.5% change in shares).

Question 4

When did &PARTNERS first buy CGBL?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CGBL in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1M	+17.5%	$38.3M	0.2%	$37.96	41
2026-Q1	Increased	855,452	+20.5%	$29.4M	0.1%	$35.96	41
2025-Q4	Increased	709,974	+121.7%	$25.2M	0.1%	$35.50	55
2025-Q3	Increased	320,187	+95.1%	$11.2M	0.1%	$34.48	44
2025-Q2	Increased	164,127	+47.0%	$5.5M	0.0%	$32.89	37
2025-Q1	Increased	111,677	+904.9%	$3.5M	0.0%	$30.35	43
2024-Q4	New	11,113	-	$361,773	0.0%	$30.69	33

CGBL7 quarters

CGBL
7 quarters