Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CGBLCGBL
Showing 9 of 12 quarters

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

Yes. Wealth Enhancement Advisory Services holds 2,331,297 shares of CGBL (Capital Group Core Balanced), worth $86.4M, as of its Q3 2026 13F filing. It increased the position by 735,977 shares (+46.1%) from Q2 2026. Wealth Enhancement Advisory Services has held CGBL since Q4 2023, across 12 quarterly 13F filings. CGBL is 0.1% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$86.4M

Current Shares

2.3M

Total Value Change

+$50.6M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
2.3M
+46.1%
$86.4M0.1%$36.75
49
2026-Q2
Increased
1.6M
+18.3%
$60.1M0.1%$37.75
41
2026-Q1
Decreased
1.3M
-33.5%
$46.7M0.1%$34.07
0
2025-Q4
Increased
2M
+4.7%
$73.1M0.1%$34.85
31
2025-Q3
Increased
1.9M
+7.9%
$67.6M0.1%$34.03
38
2025-Q2
Increased
1.8M
+3.4%
$60.5M0.1%$32.61
36
2025-Q1
Increased
1.7M
+9.1%
$53.8M0.1%$30.06
38
2024-Q4
Increased
1.6M
+38.1%
$49.8M0.1%$30.22
38
2024-Q3
Increased
1.2M
+120.8%
$35.8M0.1%$29.81
47

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