Capital Group Core Balanced shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Core Balanced by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $208k | 7.1k | 29.11 |
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