Capital Group Core Balanced shares owned by Brian McDonald
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 60k | 34.72 |
| 2025-06-30 | $1.9M | 57k | 33.44 |
| 2025-03-31 | $1.9M | 63k | 30.98 |
| 2024-12-31 | $2.0M | 64k | 31.27 |
| 2024-09-30 | $1.6M | 52k | 31.05 |
| 2024-06-30 | $1.6M | 53k | 29.73 |