Capital Group Core Balanced shares owned by Oakmont Partners
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $898k | 25k | 35.33 |
| 2025-09-30 | $760k | 22k | 34.90 |
| 2025-06-30 | $779k | 23k | 33.60 |
| 2025-03-31 | $773k | 25k | 31.10 |
| 2024-12-31 | $784k | 25k | 31.27 |
| 2024-09-30 | $878k | 28k | 31.20 |
| 2024-06-30 | $951k | 32k | 29.87 |
| 2024-03-31 | $652k | 22k | 29.22 |
| 2023-12-31 | $419k | 15k | 27.34 |