ENVESTNET ASSET MANAGEMENT INC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1407543
Berwyn, PA
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$283,685,950
+$38,303,626 QoQ
Shares Held
8,244,288
+18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,685,950 | 8,244,288 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $245,382,324 | 6,945,438 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $189,156,330 | 5,448,051 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $138,448,923 | 4,140,219 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $97,500,163 | 3,147,197 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $74,709,627 | 2,389,179 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,398,186 | 1,623,130 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $34,321,917 | 1,154,454 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,526,718 | 86,799 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,087,393 | 39,773 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||