Capital Group Core Balanced shares owned by CWM
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71M | 2.1M | 34.72 |
| 2025-06-30 | $74M | 2.2M | 33.44 |
| 2025-03-31 | $22M | 715k | 30.98 |
| 2024-12-31 | $2.0M | 65k | 31.27 |
| 2024-09-30 | $1.5M | 49k | 31.06 |
| 2024-06-30 | $1.2M | 39k | 29.73 |
| 2024-03-31 | $628k | 22k | 29.10 |
| 2023-12-31 | $131k | 4.8k | 27.36 |