Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP CORE BALANCED (CGBL)

289 + Investors. Track Smart Money conviction in CGBL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
10Q ▲
Buyers last Q
88%

Smart Money Signals — CGBL

Based on 289 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added CGBL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
289 hedge funds hold CGBL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +69% more funds vs a year ago

fund count last 6Q
+118 new funds entered over the past year (+69% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 88% buying

250 buying35 selling
Last quarter: 250 funds were net buyers (59 opened a brand new position + 191 added to an existing one). Only 35 were sellers (27 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new CGBL position: 42 → 38 → 32 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 37% entered in last year

■ 9% conviction (2yr+) ■ 54% medium ■ 37% new
Only 25 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

52 → 42 → 38 → 32 → 59 new funds/Q
New funds entering each quarter: 42 → 38 → 32 → 59. A growing number of institutions are discovering CGBL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 60% of holders entered in last year

■ 2% veterans ■ 38% 1-2yr ■ 60% new
Of 289 current holders: 174 (60%) entered in the past year, only 5 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
15 of 289 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CGBL

How many hedge funds hold CGBL — quarterly history vs. share price
Quarterly hedge fund ownership of CGBL vs. share price

Market Analysis: CGBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGBL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 13 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CGBL
2026 Q1 Stats Unlock in 10 days 289 + Investors

Track Smart Money conviction in CGBL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 289 238 21.43%
13F Shares 91M 70M 30.67%
Total Value $3.24B $2.43B 33.38%
New Positions 59 32 +27
Increased Positions 191 174 +17
Closed Positions 8 21 -13
Reduced Positions 27 21 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGBL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

289 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGBL. Verified SEC 13F-HR filings.

Top 25 institutional holders of CGBL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advance Capital Management, Inc. 15.61% 11,973,900 $412.0M
2 Forge Financial Services LLC 13.12% 3,765,044 $129.6M
3 Boyer Financial Services, Inc. 10.69% 292,944 $10.1M
4 J. Derek Lewis & Associates Inc. 9.50% 1,146,334 $40.5M
5 Hartmann Taylor Wealth Management, LLC 7.42% 326,175 $11.2M
6 Greenbush Financial Group, LLC 6.28% 551,241 $19.0M
7 Base Wealth Management LLC 6.07% 315,259 $10.8M
8 Michael Brady & Co., LLC 5.63% 162,906 $5.6M
9 Merited Wealth, LLC 4.43% 155,328 $5.3M
10 Compton Financial Group, LLC 4.13% 543,246 $18.7M
11 Quantum Financial Planning Services, Inc. 3.87% 312,795 $10.8M
12 SEAMOUNT FINANCIAL GROUP INC 3.74% 241,321 $8.3M
13 PCG Wealth Advisors, LLC 3.02% 346,953 $11.9M
14 High Net Worth Advisory Group LLC 2.54% 316,985 $10.9M
15 Worth Asset Management, LLC 2.52% 196,324 $6.8M
16 LongView Wealth Management 2.42% 264,333 $9.6M
17 KWB Wealth 2.34% 670,921 $23.7M
18 Capital Management Associates, Inc 2.33% 299,356 $10.3M
19 Cassady Wealth & Retirement Planning, LLC 2.23% 96,627 $3.4M
20 Clarity Wealth Advisors, LLC 2.07% 292,341 $10.1M
21 VVR Holdings LLC 1.99% 112,227 $3.9M
22 DAHRING | CUSMANO LLC 1.85% 87,228 $3.0M
23 Northwest Financial Advisors 1.75% 26,410 $909K
24 WealthCare Investment Partners, LLC 1.41% 146,172 $5.1M
25 Johnson Bixby & Associates, LLC 1.38% 323,272 $11.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CAPITAL GROUP CORE BALANCED (CGBL)

What does the Smart Money Trend signal show for CGBL?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added CGBL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGBL?

More buyers than sellers — 88% buying: Last quarter: 250 funds were net buyers (59 opened a brand new position + 191 added to an existing one). Only 35 were sellers (27 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGBL holders?

Strong quality — 36% AUM from major funds: 15 of 289 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGBL?

Mostly new holders — 37% entered in last year: Only 25 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.