Capital Group Core Balanced shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.6M | 130k | 35.33 |
| 2025-09-30 | $3.8M | 109k | 34.72 |
| 2025-06-30 | $2.7M | 82k | 33.44 |
| 2025-03-31 | $2.1M | 68k | 30.98 |
| 2024-12-31 | $1.7M | 55k | 31.27 |
| 2024-09-30 | $1.3M | 41k | 31.05 |
| 2024-06-30 | $875k | 29k | 29.73 |
| 2024-03-31 | $768k | 26k | 29.11 |
| 2023-12-31 | $448k | 16k | 27.34 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors