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 Excel
Quarterly reported holdings in Capital Group Core Balanced by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 104k | 34.72 |
| 2025-06-30 | $2.9M | 86k | 33.44 |
| 2025-03-31 | $5.8M | 189k | 30.98 |
| 2024-12-31 | $3.6M | 116k | 31.27 |
| 2024-09-30 | $2.9M | 93k | 31.05 |
| 2024-06-30 | $1.1M | 38k | 29.73 |
More positions owned by Envestnet Portfolio Solutions
View all positions for Envestnet Portfolio Solutions