CAPITAL GROUP CORE BALANCED - SHS (CGBL)

CUSIP: 14021D107

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / SHS
Total 13F shares
71,404,444
Share change
+19,401,922
Total reported value
$2,478,742,244
Price per share
$34.72
Number of holders
253
Value change
+$673,942,530
Number of buys
218
Number of sells
38

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 Q3 2025

As of 30 Sep 2025, CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by 253 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 71,404,444 shares. The largest 10 holders included LPL Financial LLC, Advance Capital Management, Inc., ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, Cetera Investment Advisers, RAYMOND JAMES FINANCIAL INC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, CWM, LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. This page lists 253 institutional shareholders reporting positions in this security for the Q3 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.