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CGBLCGBL
Showing 8 of 11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in CAPITAL GROUP CORE BALANCED

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.6M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $60.1M as of 2026-Q2. The position was increased (+18.3% shares). CGBL represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$60.1M

Current Shares

1.6M

Total Value Change

+$24.3M

Total Shares Change

+442,093

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+18.3%
$60.1M0.1%$37.96
41
2026-Q1
Decreased
1.3M
-33.5%
$46.7M0.1%$35.96
0
2025-Q4
Increased
2M
+4.7%
$73.1M0.1%$35.50
31
2025-Q3
Increased
1.9M
+7.9%
$67.6M0.1%$34.48
38
2025-Q2
Increased
1.8M
+3.4%
$60.5M0.1%$32.89
36
2025-Q1
Increased
1.7M
+9.1%
$53.8M0.1%$30.35
38
2024-Q4
Increased
1.6M
+38.1%
$49.8M0.1%$30.69
38
2024-Q3
Increased
1.2M
+120.8%
$35.8M0.1%$30.22
47

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

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