Capital Group Core Balanced shares owned by Westside Investment Management
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.2M | 146k | 35.33 |
| 2025-09-30 | $4.1M | 119k | 34.72 |
| 2025-06-30 | $3.6M | 108k | 33.44 |
| 2025-03-31 | $3.1M | 100k | 30.98 |
| 2024-12-31 | $2.7M | 87k | 31.27 |
| 2024-09-30 | $1.9M | 61k | 31.05 |
| 2024-06-30 | $1.3M | 44k | 29.73 |
| 2024-03-31 | $796k | 27k | 29.11 |
More positions owned by Westside Investment Management
View all positions for Westside Investment Management