Capital Group Core Balanced shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 150k | 34.72 |
| 2025-06-30 | $3.6M | 107k | 33.44 |
| 2025-03-31 | $2.5M | 81k | 30.98 |
| 2024-12-31 | $1.2M | 39k | 31.27 |
| 2024-09-30 | $651k | 21k | 31.05 |
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