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CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

217 managers (220 13F filers) reported a position in CGBL shares at 2025-03-31, 40,774,406 shares in all. 43 filers opened a position and 11 filers sold out during the quarter.

Managers
217
13F filers
220
New
43
Added
131
Reduced
24
Sold out
11
Shares held by filers
40,774,406

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,088$64.7K0.04%new13F-HRTimeline
Capital A Wealth Management, LLC1,858$57.6K0.06%-18213F-HRTimeline
Financial Perspectives, Inc1,786$55.3K0.02%new13F-HRTimeline
ARVEST INVESTMENTS, INC.1,765$54.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,300$40.3K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1,000$31K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC663$20.5K0.01%new13F-HRTimeline
ORG Partners LLC575$17.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\540$16.7K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC436$13.5K0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC279$8.64K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN166$5.14K<0.01%+113F-HRTimelineGroup
AMERIFLEX GROUP, INC.81$2.51K<0.01%+2713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC47$1.47K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc46$1.43K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB11$341<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-55,40413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.