Question 1

Does AssetMark own CGBL stock?

Accepted Answer

Yes. As of its Q3 2026 13F, AssetMark holds 546,261 shares of CGBL (Capital Group Core Balanced), worth $20.1M.

Question 2

How many shares of CGBL does AssetMark own?

Accepted Answer

As of its Q3 2026 13F, AssetMark holds 546,261 shares of CGBL (Capital Group Core Balanced).

Question 3

What is AssetMark's CGBL position worth?

Accepted Answer

As of its Q3 2026 13F, AssetMark's CGBL position is worth $20.1M.

Question 4

Is AssetMark buying or selling CGBL?

Accepted Answer

In Q3 2026, AssetMark increased its CGBL position by 119,981 shares (+28.2%).

Question 5

When did AssetMark first buy CGBL?

Accepted Answer

AssetMark first reported CGBL in its Q2 2025 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	546,261	+28.1%	$20.1M	0.0%	$36.75	35
2026-Q2	Increased	426,280	+37.2%	$16.2M	0.0%	$37.75	37
2026-Q1	Increased	310,622	+38.0%	$10.7M	0.0%	$34.07	36
2025-Q4	Increased	225,174	+83.2%	$8M	0.0%	$34.85	42
2025-Q3	Increased	122,948	+442.4%	$4.3M	0.0%	$34.03	43
2025-Q2	New	22,668	-	$758,018	0.0%	$32.61	34

CGBL6 quarters

CGBL
6 quarters