Capital Group Core Balanced shares owned by Smith, Moore & Co.
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Smith, Moore & Co.
from 13F filings
Historical chart of Smith, Moore & Co. investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Smith, Moore & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 246k | 34.72 |
| 2025-06-30 | $5.1M | 153k | 33.44 |
| 2025-03-31 | $3.8M | 124k | 30.98 |
| 2024-12-31 | $2.9M | 91k | 31.27 |
| 2024-09-30 | $894k | 29k | 31.05 |
| 2024-06-30 | $814k | 27k | 29.73 |
| 2024-03-31 | $293k | 10k | 29.11 |