CGBL CAP GROUP CORE BALANCED
2026Q2 · CUSIP 14021D107 · Sector: Other
Net holder growth ranks near the top of the market
353 funds held CGBL at the end of 2026Q2, up 36 from the quarter before. That is stronger buying than 91.8% of US stocks — among the most piled-into names this quarter. CGBL has had 9 buying rushes in its history. It sits in the Other sector.
How many funds owned it, quarter by quarter
Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.
What happened after each past buying rush 9 times in its history
| Quarter of the rush | How unusual then | Price, next 3 months | Price, next 6 months |
|---|---|---|---|
| 2026Q2 | Top 10% | — | — |
| 2025Q4 | Top 10% | — | — |
| 2025Q2 | Top 20% | — | — |
| 2025Q1 | Top 10% | — | — |
| 2024Q4 | Top 10% | — | — |
| 2024Q3 | Top 20% | — | — |
| 2024Q2 | Top 10% | — | — |
| 2024Q1 | Top 10% | — | — |
| 2023Q4 | Top 20% | — | — |
These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.
Show all the numbers (large funds, value held, options…) ▾ Collapse ▴
These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.
8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.