Capital Group Core Balanced shares owned by First Heartland Consultants
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by First Heartland Consultants 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 First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 98k | 34.72 |
| 2025-06-30 | $1.9M | 57k | 33.44 |
| 2025-03-31 | $1.1M | 36k | 30.98 |
| 2024-12-31 | $478k | 15k | 31.27 |
| 2024-09-30 | $444k | 14k | 31.07 |
| 2024-06-30 | $270k | 9.1k | 29.78 |
More positions owned by First Heartland Consultants
View all positions for First Heartland Consultants