Capital Group Core Balanced shares owned by Harbour Investments
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Harbour Investments
from 13F filings
Historical chart of Harbour Investments investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Harbour Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Harbour Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 444k | 34.72 |
| 2025-06-30 | $15M | 437k | 33.44 |
| 2025-03-31 | $9.8M | 318k | 30.98 |
| 2024-12-31 | $8.5M | 271k | 31.27 |
| 2024-09-30 | $6.9M | 223k | 31.05 |
| 2024-06-30 | $3.8M | 129k | 29.73 |
| 2024-03-31 | $2.2M | 75k | 29.11 |
| 2023-12-31 | $685k | 25k | 27.34 |