Back to Cetera Investment Advisers Cetera Investment Advisers

CGBLCGBL
9 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in CAPITAL GROUP CORE BALANCED

Yes. Cetera Investment Advisers holds 4,819,328 shares of CGBL (Capital Group Core Balanced), worth $182.9M, as of its Q2 2026 13F filing. It increased the position by 770,603 shares (+19.0%) from Q1 2026. Cetera Investment Advisers has held CGBL since Q2 2024, across 9 quarterly 13F filings. CGBL is 0.2% of Cetera Investment Advisers' reported 13F portfolio.

Current Value

$182.9M

Current Shares

4.8M

Total Value Change

+$171M

Total Shares Change

+4.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.8M
+19.0%
$182.9M0.2%$37.75
43
2026-Q1
Increased
4M
+21.8%
$139.3M0.1%$34.07
43
2025-Q4
Increased
3.3M
+40.1%
$117.5M0.1%$34.85
48
2025-Q3
Increased
2.4M
+36.0%
$82.4M0.1%$34.03
39
2025-Q2
Increased
1.7M
+12.2%
$58.3M0.1%$32.61
33
2025-Q1
Increased
1.6M
+51.4%
$48.2M0.1%$30.06
41
2024-Q4
Increased
1M
+41.1%
$32.1M0.1%$30.22
38
2024-Q3
Increased
728,051
+81.8%
$22.6M0.0%$29.81
44
2024-Q2
New
400,367
-
$11.9M0.0%$28.41
39

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