Capital Group Core Balanced shares owned by Essex Financial Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 135k | 34.72 |
| 2025-06-30 | $2.9M | 86k | 33.44 |
| 2025-03-31 | $1.8M | 58k | 30.98 |
| 2024-12-31 | $1.3M | 42k | 31.27 |
| 2024-09-30 | $569k | 18k | 31.53 |