Capital Group Core Balanced shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 99k | 34.72 |
| 2025-06-30 | $3.1M | 93k | 33.44 |
| 2025-03-31 | $2.2M | 71k | 30.98 |
| 2024-12-31 | $1.4M | 44k | 31.27 |
| 2024-09-30 | $901k | 29k | 31.05 |
| 2024-06-30 | $471k | 16k | 29.73 |
| 2024-03-31 | $260k | 8.9k | 29.11 |