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 |
|---|---|---|---|
| 2025-09-30 | $526k | 15k | 34.74 |
| 2025-06-30 | $435k | 13k | 33.42 |
| 2025-03-31 | $366k | 12k | 30.97 |
| 2024-12-31 | $311k | 9.9k | 31.31 |
| 2024-09-30 | $209k | 6.7k | 30.99 |