Capital Group Core Balanced shares owned by ValMark Advisers
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 92k | 34.72 |
| 2025-06-30 | $2.2M | 64k | 33.44 |
| 2025-03-31 | $1.5M | 48k | 30.98 |
| 2024-12-31 | $722k | 23k | 31.27 |
| 2024-09-30 | $716k | 23k | 31.05 |
| 2024-06-30 | $675k | 23k | 29.73 |
| 2024-03-31 | $539k | 19k | 29.11 |