Capital Group Core Balanced shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 131k | 34.72 |
| 2025-06-30 | $4.5M | 134k | 33.44 |
| 2025-03-31 | $1.1M | 34k | 30.98 |
| 2024-12-31 | $624k | 20k | 31.27 |
| 2024-09-30 | $457k | 15k | 31.05 |
| 2024-06-30 | $69k | 2.3k | 29.73 |
| 2024-03-31 | $44k | 1.5k | 29.11 |