Capital Group Core Balanced shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $19M | 563k | 34.41 |
| 2025-12-31 | $18M | 496k | 35.33 |
| 2025-09-30 | $14M | 396k | 34.72 |
| 2025-06-30 | $12M | 344k | 33.44 |
| 2025-03-31 | $9.0M | 275k | 32.61 |
| 2024-12-31 | $2.0M | 63k | 31.28 |
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