Capital Group Core Balanced shares owned by LongView Wealth Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by LongView Wealth Management
from 13F filings
Historical chart of LongView Wealth Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by LongView Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 192k | 34.72 |
| 2025-06-30 | $5.3M | 159k | 33.44 |
| 2025-03-31 | $4.2M | 134k | 30.98 |
| 2024-12-31 | $3.4M | 109k | 31.27 |
| 2024-09-30 | $2.2M | 72k | 31.05 |
| 2024-06-30 | $847k | 29k | 29.73 |
| 2024-03-31 | $512k | 18k | 29.11 |
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