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CGBLCGBL
8 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in CAPITAL GROUP CORE BALANCED

Integrated Wealth Concepts LLC holds 474,351 shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $18M as of 2026-Q2. The position was increased (+109.4% shares). CGBL represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$18M

Current Shares

474,351

Total Value Change

+$17.4M

Total Shares Change

+453,378

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
474,351
+109.4%
$18M0.1%$37.96
46
2026-Q1
Increased
226,531
+16.2%
$7.8M0.1%$35.96
32
2025-Q4
Increased
194,980
+30.3%
$6.9M0.1%$35.50
34
2025-Q3
Increased
149,663
+40.3%
$5.2M0.0%$34.48
36
2025-Q2
Increased
106,710
+32.6%
$3.6M0.0%$32.89
34
2025-Q1
Increased
80,482
+104.9%
$2.5M0.0%$30.35
42
2024-Q4
Increased
39,278
+87.3%
$1.2M0.0%$30.69
40
2024-Q3
New
20,973
-
$651,2120.0%$30.22
34

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

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