Capital Group Core Balanced shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 151k | 34.72 |
| 2025-06-30 | $929k | 28k | 33.44 |
| 2025-03-31 | $981k | 32k | 30.98 |
| 2024-12-31 | $1.5M | 48k | 31.27 |
| 2024-09-30 | $1.4M | 46k | 31.05 |
| 2024-06-30 | $768k | 26k | 29.73 |
| 2024-03-31 | $249k | 8.6k | 29.11 |
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