Envestnet Asset Management
CGBL icon

Envestnet Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Envestnet Asset Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$284M Buy
8,244,288
+1,298,850
+19% +$46.5M 0.08% 238
2025
Q4 		$245M Buy
6,945,438
+1,497,387
+27% +$52.4M 0.07% 250
2025
Q3 		$189M Buy
5,448,051
+1,307,832
+32% +$44.6M 0.05% 333
2025
Q2 		$138M Buy
4,140,219
+993,022
+32% +$31.3M 0.04% 402
2025
Q1 		$97.5M Buy
3,147,197
+758,018
+32% +$24.1M 0.03% 469
2024
Q4 		$74.7M Buy
2,389,179
+766,049
+47% +$24.2M 0.02% 558
2024
Q3 		$50.4M Buy
1,623,130
+468,676
+41% +$14.2M 0.02% 714
2024
Q2 		$34.3M Buy
1,154,454
+1,067,655
+1,230% +$31M 0.01% 841
2024
Q1 		$2.53M Buy
86,799
+47,026
+118% +$1.32M ﹤0.01% 2432
2023
Q4 		$1.09M Buy
+39,773
New +$1.02M ﹤0.01% 2884

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