Capital Group Core Balanced shares owned by Advance Capital Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Advance Capital Management
from 13F filings
Historical chart of Advance Capital 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 Advance Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by Advance Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322M | 9.3M | 34.72 |
| 2025-06-30 | $91M | 2.7M | 33.44 |
| 2025-03-31 | $67M | 2.2M | 30.98 |
| 2024-12-31 | $68M | 2.2M | 31.27 |
| 2024-09-30 | $65M | 2.1M | 31.05 |
| 2024-06-30 | $60M | 2.0M | 29.73 |
| 2024-03-31 | $56M | 1.9M | 29.11 |
More positions owned by Advance Capital Management
View all positions for Advance Capital Management