Capital Group Core Balanced shares owned by Wiley Bros.-aintree Capital
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Wiley Bros.-aintree Capital
from 13F filings
Historical chart of Wiley Bros.-aintree Capital investment in Capital Group Core Balanced
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Quarterly reported holdings in Capital Group Core Balanced by Wiley Bros.-aintree Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 320k | 34.87 |
| 2025-06-30 | $5.5M | 164k | 33.68 |
| 2025-03-31 | $3.5M | 112k | 31.21 |
| 2024-12-31 | $362k | 11k | 32.55 |
More positions owned by Wiley Bros.-aintree Capital
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