Capital Group Core Balanced shares owned by LPL Financial
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342M | 9.8M | 34.72 |
| 2025-06-30 | $249M | 7.4M | 33.44 |
| 2025-03-31 | $171M | 5.5M | 30.98 |
| 2024-12-31 | $118M | 3.8M | 31.27 |
| 2024-09-30 | $78M | 2.5M | 31.05 |
| 2024-06-30 | $43M | 1.4M | 29.73 |
| 2024-03-31 | $8.8M | 303k | 29.11 |