Capital Group Core Balanced shares owned by Clarity Wealth Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Clarity Wealth Advisors
from 13F filings
Historical chart of Clarity Wealth Advisors investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Clarity Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 149k | 34.72 |
| 2025-06-30 | $3.6M | 107k | 33.44 |
| 2025-03-31 | $2.8M | 89k | 30.98 |
| 2024-12-31 | $2.1M | 67k | 31.27 |
| 2024-09-30 | $1.2M | 40k | 31.05 |
| 2024-06-30 | $357k | 12k | 29.73 |