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CGBL

CAPITAL GROUP CORE BALANCED
$36.69 −0.40 (−1.08%)
Oct 30 4:00 PM ET · prev $37.09
1 year
+5.3%
from $34.83 · Oct 31
30 days
−0.2%
from $36.75
52-week range
$33.78–38.57
−5% from high · low Mar 30
Avg volume 20D
1.22M
shares / day
Short interest
791.6K
+1.9%
Days to cover
1.0
at average volume
New fund stakes
0
Q2 2026 13F · 1 exit
Filing reports
1
analyzed by SecBot
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score
Strongest NEUTRAL Three asset managers (Truist Financial, Wealth Enhancement Advisory Services, Assetmark) added to their CGBL…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • X Jul 31 Short interest falls 75.7% to 187.1K
  • X Aug 14 Short interest jumps 217.2% to 593.6K
  • X Aug 31 Short interest falls 61.9% to 226.2K
  • X Sep 15 Short interest falls 71.3% to 64.9K
  • X Sep 30 Short interest jumps 1096.5% to 776.7K

Signal stack

Where each data set points today.

  • InstitutionsBULLISH

    Q2 2026: 17 added (0 new), 2 trimmed or exited.

  • Short sellersSTEADY

    Short interest +1.9% to 791.6K shares. 1.0 days to cover.

  • TrendDOWNTREND

    2% below its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
1
exit
FundMoveSharesValue
LPL Financial LLCADD18,718,252$710.5M
WELLS FARGO & COMPANY/MNADD10,140,759$384.9M
RAYMOND JAMES FINANCIAL INCADD5,674,737$215.4M
OSAIC HOLDINGS, INC.ADD3,585,680$136.1M
MML INVESTORS SERVICES, LLCADD1,347,667$51.2M
BENJAMIN EDWARDS INCADD1,314,820$49.9M
Private Advisor Group, LLCADD905,873$34.4M
NewEdge Advisors, LLCADD491,913$18.7M

Quarterly 13F filings are due 45 days after each quarter ends.

Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
May 14, 2026
Short interest
FTD: CGBL, 42,550 shares ($1.6M) failed to deliver
Settlement: 20260514, Price: $37.36, FTD Value: $1,589,668, CAPITAL GROUP CORE BALANCED ET
May 13, 2026
Short interest
FTD: CGBL, 53,464 shares ($2.0M) failed to deliver
Settlement: 20260513, Price: $37.28, FTD Value: $1,993,137.92, CAPITAL GROUP CORE BALANCED ET
May 12, 2026
Short interest
FTD: CGBL, 28,592 shares ($1.1M) failed to deliver
Settlement: 20260512, Price: $37.35, FTD Value: $1,067,911.2, CAPITAL GROUP CORE BALANCED ET
May 11, 2026
Short interest
FTD: CGBL, 46,793 shares ($1.7M) failed to deliver
Settlement: 20260511, Price: $37.31, FTD Value: $1,745,846.83, CAPITAL GROUP CORE BALANCED ET
May 8, 2026
Short interest
FTD: CGBL, 211,353 shares ($7.8M) failed to deliver
Settlement: 20260508, Price: $37.07, FTD Value: $7,834,855.71, CAPITAL GROUP CORE BALANCED ET

Short side

FINRA· Oct 15, 2026
791,611
shares short
+1.9%
vs prior settlement
1.0
days to cover
Recent activity
The latest filings, insider trades, analyst actions, press and options flow, newest first.
Oct 30, 2026 SEC
Three asset managers (Truist Financial, Wealth Enhancement Advisory Services, Assetmark) added to their CGBL positions…
INST-CLUSTER · Impact 3/10
Jun 30, 2026 Inst.
LPL Financial LLC · ADD
18,718,252 shares ($710.5M)
Jun 30, 2026 Inst.
WELLS FARGO & COMPANY/MN · ADD
10,140,759 shares ($384.9M)
May 14, 2026 Short interest
FTD: CGBL, 42,550 shares ($1.6M) failed to deliver
Settlement: 20260514, Price: $37.36, FTD Value: $1,589,668, CAPITAL GROUP CORE BALANCED ET

SecBot reports

1 filing · 0 bullish · 0 bearish · 1 neutral
All CGBL filing & press-release reports (1)