J. Derek Lewis & Associates Inc. / CGBL
J. Derek Lewis & Associates Inc.’s Capital Group Core Balanced Position
Does J. Derek Lewis & Associates Inc. own Capital Group Core Balanced (CGBL)? Yes — 1.24M shares worth $43M (+9.59% of its 13F portfolio) as of Q1 2026.
Position Value
$43M
Q1 2026
Shares
1.24M
% of Portfolio
+9.59%
Quarters Held
1
currently held
Position History CGBL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.24M | $43M | +9.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J. Derek Lewis & Associates Inc.’s full portfolio or all institutional holders of CGBL.