Capital Group Core Balanced shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Atria Wealth Solutions 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 Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 60k | 33.62 |
| 2025-03-31 | $4.6M | 148k | 31.10 |
| 2024-12-31 | $2.9M | 91k | 31.27 |
| 2024-09-30 | $2.0M | 65k | 31.20 |
| 2024-06-30 | $415k | 14k | 29.87 |