Capital Group Core Balanced shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 59k | 33.44 |
| 2025-03-31 | $1.3M | 43k | 30.98 |
| 2024-12-31 | $1.2M | 38k | 31.27 |
| 2024-09-30 | $547k | 18k | 31.05 |
| 2024-06-30 | $370k | 13k | 29.73 |
| 2024-03-31 | $347k | 12k | 29.11 |
| 2023-12-31 | $324k | 12k | 27.34 |
More positions owned by H D Vest Advisory Services
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