Capital Group Core Balanced shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 2.1M | 34.91 |
| 2025-06-30 | $48M | 1.4M | 33.60 |
| 2025-03-31 | $51M | 1.6M | 31.10 |
| 2024-12-31 | $37M | 1.2M | 31.27 |
| 2024-09-30 | $25M | 801k | 31.05 |
| 2024-03-31 | $16M | 542k | 29.11 |
| 2023-12-31 | $5.4M | 198k | 27.34 |
| 2023-09-30 | $17k | 661 | 24.97 |