Capital Group Core Balanced shares owned by Taylor Financial Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Taylor Financial Group
from 13F filings
Historical chart of Taylor Financial Group investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Taylor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 80k | 31.05 |
| 2024-06-30 | $2.1M | 72k | 29.73 |
| 2024-03-31 | $1.9M | 65k | 29.11 |
| 2023-12-31 | $1.7M | 63k | 27.34 |
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