Capital Group Core Balanced shares owned by Commonwealth Equity Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Commonwealth Equity Services
from 13F filings
Historical chart of Commonwealth Equity Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Commonwealth Equity Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72M | 2.1M | 34.72 |
| 2025-06-30 | $61M | 1.8M | 33.44 |
| 2025-03-31 | $56M | 1.8M | 30.98 |
| 2024-12-31 | $39M | 1.2M | 31.27 |
| 2024-09-30 | $28M | 889k | 31.05 |
| 2024-06-30 | $21M | 708k | 29.73 |
| 2024-03-31 | $21M | 721k | 29.11 |
| 2023-12-31 | $4.1M | 151k | 27.34 |
More positions owned by Commonwealth Equity Services
View all positions for Commonwealth Equity Services