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Capital Group Core Balanced shares owned by Summit Global Investments

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 6.7k 30.99

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Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
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Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
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Morgan Stanley
Kestra Advisory Services
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Raymond James & Associates
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