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Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in CAPITAL GROUP CORE BALANCED

Private Advisor Group, LLC holds 905,873 shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $34.4M as of 2026-Q2. The position was increased (+53.3% shares). CGBL represents 0.2% of Private Advisor Group, LLC's portfolio.

Current Value

$34.4M

Current Shares

905,873

Total Value Change

+$26.2M

Total Shares Change

+642,578

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
905,873
+53.3%
$34.4M0.2%$37.96
49
2026-Q1
Increased
591,041
+24.3%
$20.3M0.1%$35.96
35
2025-Q4
Decreased
475,632
-7.8%
$16.8M0.1%$35.50
0
2025-Q3
Increased
515,755
+16.0%
$17.9M0.1%$34.48
33
2025-Q2
Increased
444,601
+20.1%
$14.9M0.1%$32.89
33
2025-Q1
Increased
370,123
+16.3%
$11.5M0.1%$30.35
32
2024-Q4
Increased
318,296
+20.9%
$10M0.1%$30.69
33
2024-Q3
Increased
263,295
+300.1%
$8.2M0.1%$30.22
44

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

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