Capital Group Core Balanced shares owned by Seamount Financial Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Seamount Financial Group
from 13F filings
Historical chart of Seamount Financial Group investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Seamount Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Seamount Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 154k | 34.72 |
| 2025-06-30 | $4.2M | 127k | 33.44 |
| 2025-03-31 | $3.3M | 106k | 30.98 |
| 2024-12-31 | $2.7M | 88k | 31.27 |
| 2024-09-30 | $1.4M | 46k | 31.05 |
| 2024-06-30 | $732k | 25k | 29.73 |