CAPITAL GROUP CORE BALANCED - SHS (CGBL)

CUSIP: 14021D107

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / SHS
Total 13F shares
2,922,536
Share change
+1,655,647
Total reported value
$79,902,116
Price per share
$27.34
Number of holders
40
Value change
+$45,265,394
Number of buys
37
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 14021D107?
CUSIP 14021D107 identifies CGBL - CAPITAL GROUP CORE BALANCED - SHS in SEC institutional holdings data.

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Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q4 2023

As of 31 Dec 2023, CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by 40 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,922,536 shares. The largest 10 holders included Capital International Investors, Cambridge Investment Research Advisors, Inc., OLD MISSION CAPITAL LLC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, Kestra Advisory Services, LLC, Capital Group Private Client Services, Inc., J Arnold Wealth Management Co, Sunbelt Securities, Inc., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. This page lists 40 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.