Capital Group Core Balanced shares owned by Latitude Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 17k | 34.72 |
| 2025-06-30 | $550k | 16k | 33.44 |
| 2025-03-31 | $473k | 15k | 30.98 |
| 2024-12-31 | $409k | 13k | 31.27 |
| 2024-09-30 | $256k | 8.2k | 31.05 |
| 2024-06-30 | $245k | 8.2k | 29.73 |
| 2024-03-31 | $234k | 8.0k | 29.11 |