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
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
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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 |
|---|---|---|---|
| 2024-03-31 | $16M | 542k | 29.11 |
| 2023-12-31 | $5.4M | 198k | 27.34 |
| 2023-09-30 | $17k | 661 | 24.97 |