Capital Group Core Balanced shares owned by Mutual Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 47k | 34.91 |
| 2025-06-30 | $1.1M | 33k | 33.96 |
| 2025-03-31 | $1.1M | 37k | 30.77 |
| 2024-12-31 | $1.6M | 51k | 31.52 |
| 2024-09-30 | $1.4M | 46k | 31.31 |
| 2024-06-30 | $1.0M | 34k | 29.86 |