Quantum Financial Planning Services, Inc. CGBL — CAPITAL GROUP CORE BALANCED

Ownership history in Quantum Financial Planning Services, Inc.  ·  6 quarters on record

AI Ownership Summary

Quantum Financial Planning Services, Inc. reported CAPITAL GROUP CORE BALANCED (CGBL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.09% in 2025 Q4. The latest visible filing shows CGBL at 3.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantum Financial Planning Services, Inc.'s position in CAPITAL GROUP CORE BALANCED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGBL was reported at 3.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGBL stock page Quantum Financial Planning Services, Inc. fund profile Quantum Financial Planning Services, Inc. full holdings
How Quantum Financial Planning Services, Inc. held CGBL — position size vs. price
% of Fund (quarterly)    CGBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 312,795 -6,312 -2.0% 3.87% $10.8M 2026-04-14 $36.39
2025 Q4 ADDED — — — 319,107 +42,091 +15.2% 4.09% $11.3M 2026-01-15 $36.09
2025 Q3 ADDED — — — 277,016 +39,301 +16.5% 3.89% $9.6M 2025-10-14 $34.50
2025 Q2 ADDED — — — 237,715 +226,977 +2113.8% 3.74% $7.9M 2025-07-25 $33.44
2025 Q1 REDUCED 46.4% +8.5% ❌ 10,738 -9,304 -46.4% 0.18% $333K 2025-05-09 $30.60
2024 Q4 INITIATED — — — 20,042 — — 0.35% $627K 2025-01-23 $31.43

🏢 Other funds also holding CGBL

As of 2026 Q1 — sorted by position size

Advance Capital Management, Inc. 3Y 15.61% Forge Financial Services LLC 13.12% Boyer Financial Services, Inc. 10.69% J. Derek Lewis & Associates Inc. 9.5% Hartmann Taylor Wealth Management, LLC 7.42% Greenbush Financial Group, LLC 6.28% Base Wealth Management LLC 6.07% Michael Brady & Co., LLC 5.63% Merited Wealth, LLC 4.43% Compton Financial Group, LLC 3Y 4.13%

FAQ About Quantum Financial Planning Services, Inc. and CGBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quantum Financial Planning Services, Inc. reported owning CGBL?

Quantum Financial Planning Services, Inc. reported CGBL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CGBL position in Quantum Financial Planning Services, Inc.'s portfolio?

The largest reported portfolio weight for CGBL was 4.09% in 2025 Q4.

What is the latest reported CGBL position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Financial Planning Services, Inc. reported 312,795 shares, equal to 3.87% of portfolio, with an estimated market value of $10.8M.

What does the chart on this CGBL ownership page compare?

The chart compares Quantum Financial Planning Services, Inc.'s quarterly CGBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Quantum Financial Planning Services, Inc. time their CGBL position?

Based on 13F filing dates vs. subsequent CGBL price moves, Quantum Financial Planning Services, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CGBL relative to SPY over the holding period was +0.2%.

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