Capital Group Core Balanced shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 156k | 34.72 |
| 2025-06-30 | $4.5M | 135k | 33.44 |
| 2025-03-31 | $4.1M | 131k | 30.98 |
| 2024-12-31 | $3.5M | 112k | 31.27 |
| 2024-09-30 | $2.8M | 91k | 31.05 |
| 2024-06-30 | $2.1M | 69k | 29.73 |
| 2024-03-31 | $1.1M | 37k | 29.11 |