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CGBLCGBL
9 quarters

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

Cetera Investment Advisers holds 4.8M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $182.9M as of 2026-Q2. The position was increased (+19.0% shares). CGBL represents 0.2% of Cetera Investment Advisers's 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%$37.96
43
2026-Q1
Increased
4M
+21.8%
$139.3M0.1%$35.96
43
2025-Q4
Increased
3.3M
+40.1%
$117.5M0.1%$35.50
48
2025-Q3
Increased
2.4M
+36.0%
$82.4M0.1%$34.48
39
2025-Q2
Increased
1.7M
+12.2%
$58.3M0.1%$32.89
33
2025-Q1
Increased
1.6M
+51.4%
$48.2M0.1%$30.35
41
2024-Q4
Increased
1M
+41.1%
$32.1M0.1%$30.69
38
2024-Q3
Increased
728,051
+81.8%
$22.6M0.0%$30.22
44
2024-Q2
New
400,367
-
$11.9M0.0%$28.80
39

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

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