Capital Group Core Balanced shares owned by Uhlmann Price Securities
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Uhlmann Price Securities
from 13F filings
Historical chart of Uhlmann Price Securities investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by Uhlmann Price 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 Uhlmann Price Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $583k | 17k | 34.72 |
| 2025-06-30 | $536k | 16k | 33.44 |
| 2025-03-31 | $418k | 14k | 30.98 |
| 2024-12-31 | $291k | 9.3k | 31.27 |
| 2024-09-30 | $287k | 9.2k | 31.05 |