Capital Group Core Balanced shares owned by Founders Financial Securities
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Founders Financial Securities
from 13F filings
Historical chart of Founders Financial Securities investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Core Balanced by Founders Financial Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 187k | 34.72 |
| 2025-06-30 | $6.1M | 182k | 33.44 |
| 2025-03-31 | $5.0M | 163k | 30.87 |
| 2024-12-31 | $3.6M | 115k | 31.27 |
| 2024-09-30 | $3.2M | 102k | 31.05 |
| 2024-06-30 | $2.3M | 77k | 29.73 |
| 2024-03-31 | $1.9M | 66k | 29.11 |
| 2023-12-31 | $976k | 36k | 27.34 |
More positions owned by Founders Financial Securities
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