Capital Group Core Balanced shares owned by Prospera Financial Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Prospera Financial Services
from 13F filings
Historical chart of Prospera Financial Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Prospera Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 107k | 34.73 |
| 2025-06-30 | $2.9M | 88k | 33.44 |
| 2025-03-31 | $1.9M | 62k | 30.98 |
| 2024-12-31 | $1.1M | 35k | 31.28 |
| 2024-09-30 | $777k | 25k | 31.05 |
| 2024-06-30 | $572k | 19k | 29.73 |
| 2024-03-31 | $398k | 14k | 29.11 |
More positions owned by Prospera Financial Services
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