Question 1

Does Commonwealth Equity Services own CGBL stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Commonwealth Equity Services holds 3,910,516 shares of CGBL (Capital Group Core Balanced), worth $143.7M.

Question 2

How many shares of CGBL does Commonwealth Equity Services own?

Accepted Answer

As of its Q3 2026 13F, Commonwealth Equity Services holds 3,910,516 shares of CGBL (Capital Group Core Balanced).

Question 3

What is Commonwealth Equity Services' CGBL position worth?

Accepted Answer

As of its Q3 2026 13F, Commonwealth Equity Services' CGBL position is worth $143.7M.

Question 4

Is Commonwealth Equity Services buying or selling CGBL?

Accepted Answer

In Q3 2026, Commonwealth Equity Services increased its CGBL position by 426,969 shares (+12.3%).

Question 5

When did Commonwealth Equity Services first buy CGBL?

Accepted Answer

Commonwealth Equity Services first reported CGBL in its Q4 2023 13F and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	3.9M	+12.3%	$143.7M	0.2%	$36.75	41
2026-Q2	Increased	3.5M	+7.5%	$132.2M	0.2%	$37.75	39
2026-Q1	Increased	3.2M	+17.6%	$111.6M	0.2%	$34.07	42
2025-Q4	Increased	2.8M	+33.8%	$97.4M	0.1%	$34.85	46
2025-Q3	Increased	2.1M	+13.4%	$71.6M	0.1%	$34.03	34
2025-Q2	Decreased	1.8M	-0.2%	$60.8M	0.1%	$32.61	0
2025-Q1	Increased	1.8M	+47.8%	$56.4M	0.1%	$30.06	40
2024-Q4	Increased	1.2M	+38.7%	$38.6M	0.1%	$30.22	38
2024-Q3	Increased	889,024	+25.6%	$27.6M	0.0%	$29.81	35
2024-Q2	Decreased	707,515	-1.8%	$21M	0.0%	$28.41	0
2024-Q1	Increased	720,629	+377.9%	$21M	0.0%	$27.69	46
2023-Q4	New	150,801	-	$4.1M	0.0%	$25.91	37

CGBL12 quarters

CGBL
12 quarters