Columbia Balanced Fd Large Cap shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Columbia Balanced Fd Large Cap (GEGTX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Columbia Balanced Fd Large Cap
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Quarterly reported holdings in Columbia Balanced Fd Large Cap by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $830k | 11k | 76.13 |
| 2024-06-30 | $812k | 11k | 74.49 |
| 2024-03-31 | $772k | 11k | 67.84 |
| 2023-09-30 | $605k | 11k | 55.38 |
| 2023-06-30 | $754k | 13k | 57.90 |
| 2023-03-31 | $654k | 13k | 50.19 |
| 2022-12-31 | $575k | 13k | 44.18 |
| 2022-09-30 | $563k | 13k | 43.24 |
| 2022-06-30 | $661k | 15k | 45.60 |
| 2022-03-31 | $848k | 15k | 58.49 |
| 2021-12-31 | $942k | 15k | 64.98 |
| 2021-09-30 | $860k | 13k | 64.39 |
| 2021-06-30 | $859k | 13k | 64.32 |
| 2021-03-31 | $795k | 13k | 59.52 |
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