Capital Group Core Balanced shares owned by BFC Planning
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by BFC Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.9M | 78k | 37.96 |
| 2026-03-31 | $2.2M | 64k | 34.41 |
| 2025-12-31 | $1.9M | 54k | 35.33 |
| 2025-09-30 | $192k | 5.5k | 34.72 |
| 2025-06-30 | $90k | 2.7k | 33.44 |
| 2025-03-31 | $57k | 1.8k | 30.98 |
| 2024-12-31 | $31k | 1.0k | 31.27 |