Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

CGBLCGBL
8 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in CAPITAL GROUP CORE BALANCED

JONES FINANCIAL COMPANIES LLLP holds 2.4M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $89.7M as of 2026-Q2. The position was increased (+22.9% shares). CGBL represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$89.7M

Current Shares

2.4M

Total Value Change

+$88.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+22.9%
$89.7M0.0%$37.96
36
2026-Q1
Increased
1.9M
+28.7%
$65.6M0.0%$35.96
37
2025-Q4
Increased
1.5M
+49.3%
$53.3M0.0%$35.50
41
2025-Q3
Increased
1M
+56.8%
$35.2M0.0%$34.48
41
2025-Q2
Increased
644,046
+103.3%
$21.5M0.0%$32.89
46
2025-Q1
Increased
316,833
+132.4%
$9.8M0.0%$30.35
45
2024-Q4
Increased
136,304
+321.7%
$4.3M0.0%$30.69
43
2024-Q3
New
32,321
-
$1M0.0%$30.22
35

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used