13F

CGBL CAP GROUP CORE BALANCED

2026Q1 · CUSIP 14021D107

🟡 Cooling · Breadth rolling over
Holders
317
Δ holders QoQ
+9
Breadth percentile
Top 31%
Whale holders
52
Δ whales
-3
Inst. holding value
$4.0B
New positions
36
Closed positions
27
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2023Q3: Δ+5 · h=6 2023Q4: Δ+34 · h=40 2024Q1: Δ+31 · h=71 2024Q2: Δ+36 · h=107 2024Q3: Δ+28 · h=135 2024Q4: Δ+51 · h=186 2025Q1: Δ+33 · h=219 2025Q2: Δ+24 · h=243 2025Q3: Δ+12 · h=255 2025Q4: Δ+53 · h=308 2026Q1: Δ+9 · h=317 2023Q3: holders=6 2023Q4: holders=40 2024Q1: holders=71 2024Q2: holders=107 2024Q3: holders=135 2024Q4: holders=186 2025Q1: holders=219 2025Q2: holders=243 2025Q3: holders=255 2025Q4: holders=308 2026Q1: holders=317 -53 -26.5 +0 +26.5 +53 5169333 23Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 8 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 9%
2025Q2 Top 13%
2025Q1 Top 5%
2024Q4 Top 9%
2024Q3 Top 11%
2024Q2 Top 6%
2024Q1 Top 8%
2023Q4 Top 16%
Put holders / Call holders: 0 / 0