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Showing 8 of 11 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in CAPITAL GROUP CORE BALANCED

ENVESTNET ASSET MANAGEMENT INC holds 9.7M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $366.5M as of 2026-Q2. The position was increased (+17.1% shares). CGBL represents 0.1% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$366.5M

Current Shares

9.7M

Total Value Change

+$316.1M

Total Shares Change

+8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.7M
+17.1%
$366.5M0.1%$37.96
36
2026-Q1
Increased
8.2M
+18.7%
$283.7M0.1%$35.96
36
2025-Q4
Increased
6.9M
+27.5%
$245.4M0.1%$35.50
38
2025-Q3
Increased
5.4M
+31.6%
$189.2M0.1%$34.48
39
2025-Q2
Increased
4.1M
+31.6%
$138.4M0.0%$32.89
38
2025-Q1
Increased
3.1M
+31.7%
$97.5M0.0%$30.35
38
2024-Q4
Increased
2.4M
+47.2%
$74.7M0.0%$30.69
41
2024-Q3
Increased
1.6M
+40.6%
$50.4M0.0%$30.22
39

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

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