Capital Group Core Balanced shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 64k | 34.72 |
| 2025-06-30 | $1.3M | 40k | 33.44 |
| 2025-03-31 | $886k | 29k | 30.98 |
| 2024-12-31 | $790k | 25k | 31.27 |
| 2024-09-30 | $618k | 20k | 31.05 |
| 2024-06-30 | $314k | 11k | 29.73 |