Capital Group Core Balanced shares owned by Janney Montgomery Scott
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Janney Montgomery Scott
from 13F filings
Historical chart of Janney Montgomery Scott investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Janney Montgomery Scott
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 537k | 34.72 |
| 2025-06-30 | $10M | 310k | 33.44 |
| 2025-03-31 | $5.7M | 183k | 30.98 |
| 2024-12-31 | $4.0M | 128k | 31.27 |
| 2024-09-30 | $2.0M | 64k | 31.05 |
| 2024-06-30 | $1.5M | 49k | 29.73 |
| 2024-03-31 | $471k | 16k | 29.14 |
| 2023-12-31 | $303k | 11k | 27.38 |