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CGBLCGBL
9 quarters

Position history for WELLS FARGO & COMPANY/MNWELLS FARGO & COMPANY/MN's holdings in CAPITAL GROUP CORE BALANCED

WELLS FARGO & COMPANY/MN holds 10.1M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $384.9M as of 2026-Q2. The position was increased (+32.8% shares). CGBL represents 0.1% of WELLS FARGO & COMPANY/MN's portfolio.

Current Value

$384.9M

Current Shares

10.1M

Total Value Change

+$384.9M

Total Shares Change

+10.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10.1M
+32.8%
$384.9M0.1%$37.96
40
2026-Q1
Increased
7.6M
+65.2%
$262.7M0.0%$35.96
45
2025-Q4
Increased
4.6M
+191.0%
$163.3M0.0%$35.50
49
2025-Q3
Increased
1.6M
+159.1%
$55.1M0.0%$34.48
47
2025-Q2
Increased
612,948
+3691x
$20.5M0.0%$32.89
46
2025-Q1
Increased
166
+0.6%
$5,1370.0%$30.35
10
2024-Q4
Increased
165
+164x
$5,1700.0%$30.69
17
2024-Q3
Unchanged
1
0.0%
$280.0%$30.22
0
2024-Q2
New
1
-
$210.0%$28.80
17

Other major holders of CGBL: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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