Capital Group Core Balanced shares owned by IFP Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 299k | 34.72 |
| 2025-06-30 | $7.0M | 211k | 33.44 |
| 2025-03-31 | $5.6M | 181k | 30.98 |
| 2024-12-31 | $11k | 361 | 31.27 |
| 2024-09-30 | $34k | 1.1k | 31.05 |
| 2024-06-30 | $33k | 1.1k | 29.73 |