Capital Group Core Balanced shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 489k | 34.72 |
| 2025-06-30 | $12M | 356k | 33.44 |
| 2025-03-31 | $6.2M | 199k | 30.98 |
| 2024-12-31 | $6.0M | 192k | 31.27 |
| 2024-09-30 | $6.0M | 195k | 31.05 |
| 2024-06-30 | $5.9M | 198k | 29.73 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors