Capital Group Core Balanced shares owned by Morgan Stanley
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $187M | 5.4M | 34.41 |
| 2025-12-31 | $144M | 4.1M | 35.33 |
| 2025-09-30 | $121M | 3.5M | 34.72 |
| 2025-06-30 | $80M | 2.4M | 33.44 |
| 2024-12-31 | $57M | 1.8M | 31.27 |
| 2024-09-30 | $39M | 1.3M | 31.05 |
| 2024-06-30 | $22M | 743k | 29.73 |
| 2024-03-31 | $2.2M | 77k | 29.11 |