CAPITAL GROUP CORE BALANCED - SHS (CGBL)

Historical Holders from Q3 2023 to Q3 2025

Symbol
CGBL
Type / Class
Equity / SHS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
71,396,043
Holdings value
$2,478,450,749
% of all portfolios
0.014%
Number of holders
252
Number of buys
217
Number of sells
-38
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 71,396,043 $2,478,450,749 +$673,947,447 $34.72 252
2025 Q2 52,119,188 $1,742,675,963 +$391,315,621 $33.44 240
2025 Q1 40,366,359 $1,250,439,377 +$304,587,093 $30.98 216
2024 Q4 29,595,097 $925,843,625 +$232,330,888 $31.27 185
2024 Q3 21,041,010 $653,268,111 +$209,574,794 $31.05 136
2024 Q2 14,340,472 $426,392,701 +$202,536,442 $29.73 107
2024 Q1 7,532,666 $219,254,719 +$134,395,052 $29.11 73
2023 Q4 2,922,536 $79,902,116 +$45,265,394 $27.34 40
2023 Q3 1,199,935 $29,962,377 +$29,962,377 $24.97 5