Betterment LLC’s Capital Group Core Balanced Position
Does Betterment LLC own Capital Group Core Balanced (CGBL)? Yes — 330.2K shares worth $11M (+0.02% of its 13F portfolio) as of Q1 2026.
Position Value
$11M
Q1 2026
Shares
330.2K
% of Portfolio
+0.02%
Quarters Held
1
currently held
Position History CGBL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 330.2K | $11M | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of CGBL.