Capital Group Core Balanced shares owned by Perryman Financial Advisory Inc /ad
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Perryman Financial Advisory Inc /ad
from 13F filings
Historical chart of Perryman Financial Advisory Inc /ad investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Perryman Financial Advisory Inc /ad
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $310k | 9.0k | 34.41 |
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