Capital Group Core Balanced shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.0M | 31k | 34.41 |
| 2025-12-31 | $743k | 21k | 35.33 |
| 2025-09-30 | $446k | 13k | 34.72 |
| 2025-06-30 | $307k | 9.2k | 33.44 |
| 2025-03-31 | $236k | 7.6k | 30.98 |
More positions owned by Capital Investment Advisory Services
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