SEC 13F Intelligence

Acas, LLC / CGBL

Acas, LLC’s Capital Group Core Balanced Position

Does Acas, LLC own Capital Group Core Balanced (CGBL)? Yes — 127.7K shares worth $4M (+2.92% of its 13F portfolio) as of Q2 2025, up from 116.8K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
127.7K
% of Portfolio
+2.92%
Quarters Held
6
currently held

Position History CGBL

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025127.7K$4M+2.92%
Q1 2025116.8K$4M+2.76%
Q4 2024102.2K$3M+2.46%
Q3 202486.5K$3M+2.22%
Q2 202466.9K$2M+1.76%
Q1 202439.9K$1M+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Acas, LLC’s full portfolio or all institutional holders of CGBL.