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CGBLCGBL
8 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in CAPITAL GROUP CORE BALANCED

BENJAMIN EDWARDS INC holds 1.3M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $49.9M as of 2026-Q2. The position was increased (+39.6% shares). CGBL represents 0.5% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$49.9M

Current Shares

1.3M

Total Value Change

+$47.1M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+39.6%
$49.9M0.5%$37.96
46
2026-Q1
Increased
941,932
+45.7%
$32.4M0.3%$35.96
47
2025-Q4
Increased
646,639
+66.0%
$22.8M0.3%$35.50
50
2025-Q3
Increased
389,669
+46.5%
$13.5M0.2%$34.48
46
2025-Q2
Increased
265,893
+40.9%
$8.9M0.1%$32.89
44
2025-Q1
Increased
188,722
+33.8%
$5.8M0.1%$30.35
35
2024-Q4
Increased
141,056
+58.1%
$4.4M0.1%$30.69
38
2024-Q3
New
89,207
-
$2.8M0.0%$30.22
36

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

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