Capital Group Core Balanced shares owned by McNamara Financial Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by McNamara Financial Services
from 13F filings
Historical chart of McNamara Financial Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by McNamara Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515k | 15k | 34.72 |
| 2025-06-30 | $344k | 10k | 33.44 |
| 2025-03-31 | $706k | 23k | 30.98 |
| 2024-09-30 | $531k | 17k | 31.05 |
| 2024-06-30 | $353k | 12k | 29.73 |
More positions owned by McNamara Financial Services
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