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Capital Group Core Balanced shares owned by Parsonex Advisory Services

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Parsonex Advisory Services from 13F filings

Historical chart of Parsonex Advisory Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Parsonex Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Parsonex Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $368k 11k 34.41