As of 31 Dec 2025, 297 institutional investors reported holding 91,337,080 shares of CAPITAL GROUP CORE BALANCED - SHS (CGBL).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 91,337,080 | $3,228,602,245 | +$685,069,765 | $35.33 | 297 |
| 2025 Q3 | 71,404,444 | $2,478,742,244 | +$673,942,530 | $34.72 | 253 |
| 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 |