Cliff Asness's CGBL Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 12,979 shares of Capital Group Core Balanced ETF (CGBL) worth $458,562, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Cliff Asness has initiated a new position in CGBL, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Capital Group Core Balanced ETF (CGBL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Capital Group Core Balanced ETF (CGBL) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +12,979 | New Buy | 12,979 | $34.72 |
Cliff Asness's Capital Group Core Balanced ETF Investment FAQs
Cliff Asness first purchased Capital Group Core Balanced ETF (CGBL) in Q3 2025, acquiring 12,979 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Capital Group Core Balanced ETF (CGBL) for 2 quarters since Q3 2025.
Cliff Asness's largest addition to Capital Group Core Balanced ETF (CGBL) was in Q3 2025, adding 12,979 shares worth $450,644.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 12,979 shares of Capital Group Core Balanced ETF (CGBL), valued at approximately $458,562.
As of the Q4 2025 filing, Capital Group Core Balanced ETF (CGBL) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Capital Group Core Balanced ETF (CGBL) was 12,979 shares, as reported at the end of Q3 2025.