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Capital Group Core Balanced shares owned by Greenbush Financial Group

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Greenbush Financial Group from 13F filings

Historical chart of Greenbush Financial Group investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Greenbush Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Greenbush Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 463k 34.72
2025-06-30 $15M 435k 33.44
2025-03-31 $10M 333k 30.98
2024-12-31 $10M 322k 31.27