CGBL β€” CAPITAL GROUP CORE BALANCED

Ownership history in DAHRING | CUSMANO LLC  Β·  5 quarters on record

AI Ownership Summary

DAHRING | CUSMANO LLC reported CAPITAL GROUP CORE BALANCED (CGBL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2025 Q4. The latest visible filing shows CGBL at 1.46% 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 DAHRING | CUSMANO LLC'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
2025 Q4

CGBL was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% 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 2025 Q4

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 DAHRING | CUSMANO LLC held CGBL β€” position size vs. price
% of Fund (quarterly)    CGBL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 59,605 +3,630 +6.5% 1.46% $2.1M 2026-02-14 (Est.) $36.10
2025 Q3 ADDED 55,975 +6,189 +12.4% 1.40% $1.9M 2025-11-07 $34.18
2025 Q2 REDUCED 49,786 -3,390 -6.4% 1.30% $1.7M 2025-08-05 $33.06
2025 Q1 ADDED 53,176 +37,565 +240.6% 1.42% $1.6M 2025-05-05 $30.68
2024 Q4 INITIATED 15,611 β€” β€” 0.44% $488K 2025-02-03 $31.26

🏒 Other funds also holding CGBL

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 2.23%

FAQ About DAHRING | CUSMANO LLC and CGBL

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

How long has DAHRING | CUSMANO LLC reported owning CGBL?

DAHRING | CUSMANO LLC reported CGBL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CGBL position in DAHRING | CUSMANO LLC's portfolio?

The largest reported portfolio weight for CGBL was 1.46% in 2025 Q4.

What is the latest reported CGBL position on this page?

The most recent filing on this page is 2025 Q4, when DAHRING | CUSMANO LLC reported 59,605 shares, equal to 1.46% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CGBL ownership page compare?

The chart compares DAHRING | CUSMANO LLC'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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