Capital Group Core Balanced shares owned by United Advisor Group
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Capital Group Core Balanced
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All positions including Capital Group Core Balanced held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 35k | 34.72 |
| 2025-06-30 | $960k | 29k | 33.44 |
| 2025-03-31 | $523k | 17k | 30.98 |
| 2024-12-31 | $511k | 16k | 31.27 |