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
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Quarterly reported holdings in Capital Group Core Balanced by Bridgewealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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