Capital Group Core Balanced shares owned by Rothschild Investment
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $247k | 8.0k | 31.05 |
| 2024-06-30 | $94k | 3.2k | 29.73 |
| 2024-03-31 | $116k | 4.0k | 29.11 |
| 2023-12-31 | $109k | 4.0k | 27.34 |