Capital Group Core Balanced shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 12k | 34.72 |
| 2025-06-30 | $432k | 13k | 33.44 |
| 2025-03-31 | $399k | 13k | 30.98 |
| 2024-12-31 | $308k | 9.9k | 31.27 |
| 2024-09-30 | $289k | 9.3k | 31.05 |
| 2024-06-30 | $219k | 7.4k | 29.73 |
| 2024-03-31 | $208k | 7.1k | 29.11 |
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