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Capital Group Core Balanced shares owned by Capital Group Private Client Services

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Capital Group Private Client Services from 13F filings

Historical chart of Capital Group Private Client Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Capital Group Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Capital Group Private Client Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 154k 31.05
2024-03-31 $3.3M 112k 29.11
2023-12-31 $3.0M 109k 27.34