SEC 13F Intelligence

Vvr Holdings LLC / CGBL

Vvr Holdings LLC’s Capital Group Core Balanced Position

Does Vvr Holdings LLC own Capital Group Core Balanced (CGBL)? Yes112.2K shares worth $4M (+1.99% of its 13F portfolio) as of Q1 2026, up from 71.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
112.2K
% of Portfolio
+1.99%
Quarters Held
2
currently held

Position History CGBL

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.2K$4M+1.99%
Q4 202571.3K$3M+1.31%

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