Capital Group Core Balanced shares owned by Old Mission Capital
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Old Mission Capital
from 13F filings
Historical chart of Old Mission Capital investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Old Mission Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Old Mission Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 7.1k | 34.72 |
| 2025-06-30 | $8.8M | 262k | 33.44 |
| 2025-03-31 | $1.2M | 40k | 30.98 |
| 2024-09-30 | $632k | 20k | 31.05 |
| 2024-06-30 | $1.7M | 56k | 29.73 |
| 2024-03-31 | $5.3M | 181k | 29.11 |
| 2023-12-31 | $5.8M | 212k | 27.34 |
| 2023-09-30 | $212k | 8.5k | 24.97 |