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
2026 Q2	$6.56M	Buy	172,718 +33,502	+24%	+$1.24M	0.03%	278
2026 Q1	$4.79M	Buy	139,216 +19,696	+16%	+$705K	0.03%	303
2025 Q4	$4.22M	Buy	119,520 +15,267	+15%	+$534K	0.01%	392
2025 Q3	$3.62M	Buy	104,253 +18,752	+22%	+$639K	0.01%	418
2025 Q2	$2.86M	Sell	85,501 -103,260	-55%	-$3.26M	0.01%	474
2025 Q1	$5.85M	Buy	188,761 +72,815	+63%	+$2.31M	0.02%	326
2024 Q4	$3.63M	Buy	115,946 +22,645	+24%	+$715K	0.01%	478
2024 Q3	$2.9M	Buy	93,301 +55,522	+147%	+$1.68M	0.01%	547
2024 Q2	$1.12M	Buy	+37,779	New	+$1.1M	﹤0.01%	824

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's CGBL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Core Balanced ETF (CGBL) stake by 24% in Q2 2026, buying an estimated $1.24M and bringing the position to 172,718 shares worth $6.56M. The position accounts for 0.03% of the portfolio, ranked #278.

Envestnet Portfolio Solutions first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Envestnet Portfolio Solutions held 172,718 shares of Capital Group Core Balanced ETF worth $6.56M as of Q2 2026.
Envestnet Portfolio Solutions bought 33,502 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.24M.
Capital Group Core Balanced ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #278 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.