Capital Group Core Balanced shares owned by ValMark Advisers
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Core Balanced by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $539k | 19k | 29.11 |