Envestnet Portfolio Solutions, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1998033
BERWYN, PA
Position in CGBL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,790,422
+$567,781 QoQ
Shares Held
139,216
+16.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||