Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		$3.62M Buy
2025
Q2 		$2.86M Sell
2025
Q1 		$5.85M Buy
2024
Q4 		$3.63M Buy
2024
Q3 		$2.9M Buy
2024
Q2 		$1.12M Buy