Strategic Investment Solutions, Inc. /IL CGBL CAPITAL GROUP CORE

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  6 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported CAPITAL GROUP CORE (CGBL) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows CGBL at 0.03% 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 Strategic Investment Solutions, Inc. /IL's position in CAPITAL GROUP CORE, 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 Q2

CGBL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 Strategic Investment Solutions, Inc. /IL 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 Q2 UNCHANGED 3,437 0% 0.03% $130K 2026-07-08 $37.48
2026 Q1 ADDED 3,437 +1,000 +41.0% 0.03% $118K 2026-05-01 $36.52
2025 Q4 UNCHANGED 2,437 0% 0.02% $86K 2026-02-27 $36.25
2025 Q3 UNCHANGED 2,437 0% 0.02% $85K 2025-12-03 $34.81
2025 Q2 UNCHANGED 2,437 0% 0.02% $81K 2025-07-16 $32.96
2025 Q1 INITIATED 2,437 0.02% $75K 2025-05-09 $30.47

FAQ About Strategic Investment Solutions, Inc. /IL and CGBL

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

How long has Strategic Investment Solutions, Inc. /IL reported owning CGBL?

Strategic Investment Solutions, Inc. /IL reported CGBL across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CGBL position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for CGBL was 0.03% in 2026 Q2.

What is the latest reported CGBL position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 3,437 shares, equal to 0.03% of portfolio, with an estimated market value of $130K.

What does the chart on this CGBL ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL'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.

← Back to Strategic Investment Solutions, Inc. /IL Holdings