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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in CAPITAL GROUP CORE BALANCED

NewEdge Advisors, LLC holds 491,913 shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $18.7M as of 2026-Q2. The position was increased (+26.5% shares). CGBL represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$18.7M

Current Shares

491,913

Total Value Change

+$18.2M

Total Shares Change

+477,181

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
491,913
+26.5%
$18.7M0.1%$37.96
35
2026-Q1
Increased
389,002
+18.2%
$13.4M0.0%$35.96
33
2025-Q4
Increased
329,138
+151.0%
$11.6M0.0%$35.50
45
2025-Q3
Decreased
131,114
-1.9%
$4.6M0.0%$34.48
0
2025-Q2
Increased
133,638
+293.7%
$4.5M0.0%$32.89
43
2025-Q1
Increased
33,942
+70.1%
$1.1M0.0%$30.35
37
2024-Q4
Increased
19,956
+35.5%
$624,0380.0%$30.69
32
2024-Q3
Increased
14,732
+531.5%
$457,4300.0%$30.22
39

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

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