Capital Group Core Balanced shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 155k | 31.05 |
| 2024-06-30 | $5.6M | 187k | 29.73 |
| 2024-03-31 | $5.0M | 171k | 29.11 |
| 2023-12-31 | $2.7M | 100k | 27.34 |
| 2023-09-30 | $169k | 6.8k | 24.97 |