SEC 13F Intelligence

Challenger Wealth Management / CGBL

Challenger Wealth Management’s Capital Group Core Balanced Position

Does Challenger Wealth Management own Capital Group Core Balanced (CGBL)? Yes — 124.3K shares worth $4M (+3.42% of its 13F portfolio) as of Q1 2026, down from 126.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
124.3K
% of Portfolio
+3.42%
Quarters Held
6
currently held

Position History CGBL

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026124.3K$4M+3.42%
Q4 2025126.1K$4M+3.40%
Q3 2025117.0K$4M+3.18%
Q2 2025109.3K$4M+2.53%
Q1 2025116.3K$4M+2.86%
Q4 2024102.4K$3M+2.76%

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