Capital Group Core Balanced shares owned by Private Advisor
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 516k | 34.72 |
| 2025-06-30 | $15M | 445k | 33.44 |
| 2025-03-31 | $12M | 370k | 30.98 |
| 2024-12-31 | $10M | 318k | 31.27 |
| 2024-09-30 | $8.2M | 263k | 31.05 |
| 2024-06-30 | $2.0M | 66k | 29.73 |
| 2024-03-31 | $536k | 18k | 29.11 |