Capital Group Core Balanced shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 405k | 34.72 |
| 2025-06-30 | $19M | 561k | 33.44 |
| 2025-03-31 | $16M | 525k | 30.98 |
| 2024-12-31 | $14M | 441k | 31.27 |
| 2024-09-30 | $6.5M | 209k | 31.05 |
| 2024-06-30 | $4.2M | 142k | 29.73 |
| 2024-03-31 | $2.8M | 96k | 29.11 |