Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

CGBLCGBL
11 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in CAPITAL GROUP CORE BALANCED

COMMONWEALTH EQUITY SERVICES, LLC holds 3.5M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $132.2M as of 2026-Q2. The position was increased (+7.5% shares). CGBL represents 0.2% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$132.2M

Current Shares

3.5M

Total Value Change

+$128.1M

Total Shares Change

+3.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+7.5%
$132.2M0.2%$37.96
39
2026-Q1
Increased
3.2M
+17.6%
$111.6M0.2%$35.96
42
2025-Q4
Increased
2.8M
+33.8%
$97.4M0.1%$35.50
46
2025-Q3
Increased
2.1M
+13.4%
$71.6M0.1%$34.48
34
2025-Q2
Decreased
1.8M
-0.2%
$60.8M0.1%$32.89
0
2025-Q1
Increased
1.8M
+47.8%
$56.4M0.1%$30.35
40
2024-Q4
Increased
1.2M
+38.7%
$38.6M0.1%$30.69
38
2024-Q3
Increased
889,024
+25.6%
$27.6M0.0%$30.22
35
2024-Q2
Decreased
707,515
-1.8%
$21M0.0%$28.80
0
2024-Q1
Increased
720,629
+377.9%
$21M0.0%$28.07
46
2023-Q4
New
150,801
-
$4.1M0.0%$26.26
37

Other major holders of CGBL: LPL Financial LLC, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

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