SEC 13F Intelligence

Greenbush Financial Group, LLC / CGBL

Greenbush Financial Group, LLC’s Capital Group Core Balanced Position

Does Greenbush Financial Group, LLC own Capital Group Core Balanced (CGBL)? Yes — 551.2K shares worth $19M (+6.28% of its 13F portfolio) as of Q1 2026, up from 515.0K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
551.2K
% of Portfolio
+6.28%
Quarters Held
5
currently held

Position History CGBL

Reported value by quarter
Q1 ’25: $10MQ1 ’25Q2 ’25: $15MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $18MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026551.2K$19M+6.28%
Q4 2025515.0K$18M+6.19%
Q3 2025462.5K$16M+6.16%
Q2 2025435.2K$15M+6.34%
Q1 2025333.3K$10M+5.14%

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