Envestnet Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Envestnet Asset Management's CGBL Position: Q2 2026 in Review
Envestnet Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 17% in Q2 2026, buying an estimated $52.1M and bringing the position to 9,654,718 shares worth $366M. The position accounts for 0.09% of the portfolio, ranked #202.
Envestnet Asset Management first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Envestnet Asset Management held 9,654,718 shares of Capital Group Core Balanced ETF worth $366M as of Q2 2026.
- Envestnet Asset Management bought 1,410,430 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $52.1M.
- Capital Group Core Balanced ETF made up 0.09% of Envestnet Asset Management's portfolio in Q2 2026, its #202 holding.
- Envestnet Asset Management first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.