Capital Group Core Balanced shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 281k | 34.72 |
| 2025-06-30 | $9.1M | 272k | 33.44 |
| 2025-03-31 | $8.0M | 263k | 30.28 |
| 2024-12-31 | $6.9M | 215k | 32.20 |
| 2024-09-30 | $1.9M | 61k | 31.05 |
| 2024-06-30 | $1.8M | 61k | 29.73 |
| 2024-03-31 | $1.7M | 58k | 29.11 |
| 2023-12-31 | $1.6M | 57k | 27.34 |
More positions owned by Confluence Wealth Services
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