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
Download as csv Download as ExcelQuarterly 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 |
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