Capital Group Core Balanced shares owned by Quantum Financial Planning Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Quantum Financial Planning Services
from 13F filings
Historical chart of Quantum Financial Planning Services investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Quantum Financial Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 277k | 34.72 |
| 2025-06-30 | $7.9M | 238k | 33.44 |
| 2025-03-31 | $333k | 11k | 30.98 |
| 2024-12-31 | $627k | 20k | 31.27 |
More positions owned by Quantum Financial Planning Services
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