CAPITAL GROUP CORE BALANCED - SHS (CGBL)

CUSIP: 14021D107

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SHS
Total 13F shares
52,119,188
Share change
+11,686,501
Total reported value
$1,742,675,963
Price per share
$33.44
Number of holders
240
Value change
+$391,315,621
Number of buys
182
Number of sells
53

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 Q2 2025

As of 30 Jun 2025, CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by 240 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 52,119,188 shares. The largest 10 holders included LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Advance Capital Management, Inc., MORGAN STANLEY, CWM, LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cetera Investment Advisers, and Cambridge Investment Research Advisors, Inc.. This page lists 241 institutional shareholders reporting positions in this security for the Q2 2025 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.