CGBL β€” CAPITAL GROUP CORE BALANCED

Ownership history in Armstrong, Fleming & Moore, Inc  Β·  9 quarters on record

AI Ownership Summary

Armstrong, Fleming & Moore, Inc reported CAPITAL GROUP CORE BALANCED (CGBL) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q1. The latest visible filing shows CGBL at 0.28% 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 Armstrong, Fleming & Moore, 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q1

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

Time in book
Holding Window
2023 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.

How Armstrong, Fleming & Moore, Inc held CGBL β€” position size vs. price
% of Fund (quarterly)    CGBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,184 +104 +0.5% 0.28% $660K 2026-04-13 $36.11
2025 Q4 ADDED 19,080 +240 +1.3% 0.31% $674K 2026-01-16 $36.15
2025 Q3 ADDED 18,840 +2,922 +18.4% 0.31% $654K 2025-10-20 $34.65
2025 Q2 REDUCED 15,918 -2,863 -15.2% 0.29% $532K 2025-07-23 $33.42
2024 Q4 REDUCED 18,781 -93 -0.5% 0.36% $587K 2025-02-05 $31.66
2024 Q3 ADDED 18,874 +148 +0.8% 0.34% $586K 2024-10-16 $30.46
2024 Q2 REDUCED 18,726 -2,546 -12.0% 0.36% $557K 2024-07-23 $29.17
2024 Q1 ADDED 21,272 +5,908 +38.5% 0.43% $619K 2024-04-23 $27.32
2023 Q4 INITIATED 15,364 β€” β€” 0.32% $420K 2024-02-06 $26.66

FAQ About Armstrong, Fleming & Moore, 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 Armstrong, Fleming & Moore, Inc reported owning CGBL?

Armstrong, Fleming & Moore, Inc reported CGBL across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGBL position in Armstrong, Fleming & Moore, Inc's portfolio?

The largest reported portfolio weight for CGBL was 0.43% in 2024 Q1.

What is the latest reported CGBL position on this page?

The most recent filing on this page is 2026 Q1, when Armstrong, Fleming & Moore, Inc reported 19,184 shares, equal to 0.28% of portfolio, with an estimated market value of $660K.

What does the chart on this CGBL ownership page compare?

The chart compares Armstrong, Fleming & Moore, 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.

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