Capital Group Core Balanced shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 53k | 34.72 |
| 2025-06-30 | $1.8M | 55k | 33.44 |
| 2025-03-31 | $1.7M | 56k | 30.98 |
| 2024-12-31 | $1.8M | 59k | 31.27 |
| 2024-09-30 | $1.8M | 58k | 31.05 |
| 2024-06-30 | $1.2M | 39k | 29.73 |