Capital Group Core Balanced shares owned by Bridgewealth Advisory Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Bridgewealth Advisory Group
from 13F filings
Historical chart of Bridgewealth Advisory Group investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Bridgewealth Advisory Group 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 Bridgewealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $598k | 17k | 34.72 |
| 2025-06-30 | $556k | 17k | 33.44 |
| 2025-03-31 | $486k | 16k | 30.98 |
| 2024-12-31 | $520k | 16k | 32.51 |
| 2024-09-30 | $431k | 14k | 31.05 |
| 2024-06-30 | $349k | 12k | 29.73 |
| 2024-03-31 | $228k | 7.8k | 29.11 |
More positions owned by Bridgewealth Advisory Group
View all positions for Bridgewealth Advisory Group