Capital Group Core Balanced shares owned by D.A. Davidson & Co.
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by D.A. Davidson & Co.
from 13F filings
Historical chart of D.A. Davidson & Co. investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by D.A. Davidson & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 278k | 34.72 |
| 2025-06-30 | $8.8M | 263k | 33.44 |
| 2025-03-31 | $7.3M | 236k | 30.98 |
| 2024-12-31 | $6.6M | 210k | 31.27 |
| 2024-09-30 | $6.1M | 196k | 31.05 |
| 2024-06-30 | $5.3M | 179k | 29.73 |
| 2024-03-31 | $4.1M | 140k | 29.11 |