Question 1

How many shares of CGBL does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 426,280 shares of CGBL (CAPITAL GROUP CORE BALANCED).

Question 2

What is ASSETMARK, INC's CGBL position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's CGBL position is worth $16.2M.

Question 3

Is ASSETMARK, INC buying or selling CGBL?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their CGBL position (+37.2% change in shares).

Question 4

When did ASSETMARK, INC first buy CGBL?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in CGBL in 2025-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	426,280	+37.2%	$16.2M	0.0%	$37.96	37
2026-Q1	Increased	310,622	+38.0%	$10.7M	0.0%	$35.96	36
2025-Q4	Increased	225,174	+83.2%	$8M	0.0%	$35.50	42
2025-Q3	Increased	122,948	+442.4%	$4.3M	0.0%	$34.48	43
2025-Q2	New	22,668	-	$758,018	0.0%	$32.89	34

CGBL5 quarters

CGBL
5 quarters