Capital Group Core Balanced shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $80k | 2.3k | 35.33 |
| 2025-09-30 | $79k | 2.3k | 34.72 |
| 2025-06-30 | $70k | 2.1k | 33.44 |
| 2025-03-31 | $65k | 2.1k | 30.98 |
More positions owned by Mark Sheptoff Financial Planning
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