Capital Group Core Balanced shares owned by Northwest Financial Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Northwest Financial Advisors
from 13F filings
Historical chart of Northwest Financial Advisors investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by Northwest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 13k | 34.72 |
| 2025-06-30 | $441k | 13k | 33.44 |
| 2024-09-30 | $4.3k | 138 | 31.05 |
| 2024-06-30 | $4.1k | 138 | 29.73 |
| 2024-03-31 | $4.0k | 138 | 29.11 |
More positions owned by Northwest Financial Advisors
View all positions for Northwest Financial Advisors