Capital Group Core Balanced shares owned by RFG Advisory
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by RFG Advisory
from 13F filings
Historical chart of RFG Advisory investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by RFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 195k | 34.72 |
| 2025-06-30 | $2.8M | 83k | 33.44 |
| 2025-03-31 | $1.4M | 47k | 30.98 |
| 2024-12-31 | $1.4M | 46k | 31.27 |
| 2024-09-30 | $1.4M | 46k | 31.05 |
| 2024-06-30 | $1.2M | 40k | 29.73 |
| 2024-03-31 | $394k | 14k | 29.11 |
| 2023-12-31 | $366k | 13k | 27.34 |