Capital Group Core Balanced shares owned by Pines Wealth Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Pines Wealth Management
from 13F filings
Historical chart of Pines Wealth Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Pines Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 19k | 34.72 |
| 2025-06-30 | $674k | 20k | 33.70 |
| 2025-03-31 | $515k | 18k | 28.65 |
| 2024-12-31 | $617k | 20k | 31.00 |