Question 1

Does &Partners own CGBL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, &Partners holds 1,005,263 shares of CGBL (Capital Group Core Balanced), worth $38.3M.

Question 2

How many shares of CGBL does &Partners own?

Accepted Answer

As of its Q2 2026 13F, &Partners holds 1,005,263 shares of CGBL (Capital Group Core Balanced).

Question 3

What is &Partners' CGBL position worth?

Accepted Answer

As of its Q2 2026 13F, &Partners' CGBL position is worth $38.3M.

Question 4

Is &Partners buying or selling CGBL?

Accepted Answer

In Q2 2026, &Partners increased its CGBL position by 149,811 shares (+17.5%).

Question 5

When did &Partners first buy CGBL?

Accepted Answer

&Partners first reported CGBL in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1M	+17.5%	$38.3M	0.2%	$37.75	41
2026-Q1	Increased	855,452	+20.5%	$29.4M	0.1%	$34.07	41
2025-Q4	Increased	709,974	+121.7%	$25.2M	0.1%	$34.85	55
2025-Q3	Increased	320,187	+95.1%	$11.2M	0.1%	$34.03	44
2025-Q2	Increased	164,127	+47.0%	$5.5M	0.0%	$32.61	37
2025-Q1	Increased	111,677	+904.9%	$3.5M	0.0%	$30.06	43
2024-Q4	New	11,113	-	$361,773	0.0%	$30.22	33

CGBL7 quarters

CGBL
7 quarters