CAPITAL GROUP CORE BALANCED - SHS (CGBL)

CUSIP: 14021D107

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SHS
Total 13F shares
29,595,097
Share change
+7,421,611
Total reported value
$925,843,625
Price per share
$31.27
Number of holders
185
Value change
+$232,330,888
Number of buys
146
Number of sells
20

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 2024

As of 31 Dec 2024, CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by 185 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 29,595,097 shares. The largest 10 holders included LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Advance Capital Management, Inc., MORGAN STANLEY, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Royal Bank of Canada, Cambridge Investment Research Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., and Cetera Investment Advisers. This page lists 185 institutional shareholders reporting positions in this security for the Q4 2024 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.