Security key
14021D107
- Security type / class
- Equity / SHS
- Total 13F shares
- 1,199,935
- Share change
- +1,199,935
- Total reported value
- $29,962,377
- Reported price per share
- $24.97
- Number of holders
- 5
- Value change
- +$29,962,377
- Number of buys
- 5
Security identity
1 fact
Holder snapshot
7 facts
Report period
Q3 2023
Institutions
5
Top holders
5
Broader feeds
Reporting periods
Holder history for CUSIP 14021D107
Recent filing periods:
Ownership snapshot
Top reported holders of CGBL - CAPITAL GROUP CORE BALANCED - SHS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
1,199,935
Rows available
5
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q3 2023 vs Q4 2025 Across Filers
Q4 2025 holders
309
Q3 2023 holders
5
Holder diff
-304
| Investor | Q4 2025 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q4 2025 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend