Capital Group Core Balanced shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 174k | 34.72 |
| 2025-06-30 | $4.4M | 133k | 33.44 |
| 2025-03-31 | $3.3M | 105k | 30.98 |
| 2024-12-31 | $2.0M | 63k | 31.27 |
| 2024-09-30 | $1.4M | 45k | 31.05 |
| 2024-06-30 | $803k | 27k | 29.73 |
| 2024-03-31 | $344k | 12k | 29.11 |
More positions owned by Pensionmark Financial Group
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