Capital Group Core Balanced shares owned by Gateway Wealth Partners
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Gateway Wealth Partners
from 13F filings
Historical chart of Gateway Wealth Partners investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Gateway Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Gateway Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 34k | 34.72 |
| 2025-06-30 | $830k | 25k | 33.44 |
| 2025-03-31 | $599k | 19k | 30.98 |
| 2024-12-31 | $499k | 16k | 31.27 |
| 2024-09-30 | $254k | 8.2k | 31.05 |