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Capital Group Core Balanced shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Cary Street Partners Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 369k 34.72
2025-06-30 $12M 367k 33.44