Capital Group Core Balanced shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment Management investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Gerber Kawasaki Wealth & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 107k | 34.72 |
| 2025-06-30 | $3.1M | 91k | 33.44 |
| 2025-03-31 | $2.3M | 74k | 30.98 |
| 2024-12-31 | $1.8M | 59k | 31.27 |
| 2024-09-30 | $1.0M | 32k | 31.05 |
| 2024-06-30 | $272k | 9.2k | 29.73 |
More positions owned by Gerber Kawasaki Wealth & Investment Management
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