Capital Group Core Balanced shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $189M | 5.4M | 34.72 |
| 2025-06-30 | $138M | 4.1M | 33.44 |
| 2025-03-31 | $98M | 3.1M | 30.98 |
| 2024-12-31 | $75M | 2.4M | 31.27 |
| 2024-09-30 | $50M | 1.6M | 31.05 |
| 2024-06-30 | $34M | 1.2M | 29.73 |
| 2024-03-31 | $2.5M | 87k | 29.11 |
More positions owned by Envestnet Asset Management
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