Envestnet Portfolio Solutions, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1998033
BERWYN, PA
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,556,375 | 172,718 | Shares | Sole | 2026-09-23 | |
| 2026-03-31 | $4,790,422 | 139,216 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,222,641 | 119,520 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,619,664 | 104,253 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,859,153 | 85,501 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,847,815 | 188,761 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,625,631 | 115,946 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,896,996 | 93,301 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,123,169 | 37,779 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||