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Capital Group Core Balanced shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 93k 31.05
2024-06-30 $1.1M 38k 29.73