As of 30 Sep 2025, 253 institutional investors reported holding 71,404,595 shares of CAPITAL GROUP CORE BALANCED - SHS (CGBL).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,981,898 | $460,353,827 | +$28,471,779 | $35.33 | 18 |
| 2025 Q3 | 71,404,595 | $2,478,747,677 | +$673,947,812 | $34.72 | 253 |
| 2025 Q2 | 52,119,188 | $1,742,675,963 | +$391,315,623 | $33.44 | 240 |
| 2025 Q1 | 40,366,359 | $1,250,439,377 | +$304,587,081 | $30.98 | 216 |
| 2024 Q4 | 29,002,429 | $907,205,272 | +$215,040,263 | $31.27 | 182 |
| 2024 Q3 | 21,031,780 | $652,981,538 | +$209,574,835 | $31.05 | 135 |
| 2024 Q2 | 14,332,936 | $426,168,656 | +$202,308,306 | $29.73 | 107 |
| 2024 Q1 | 7,532,666 | $219,254,719 | +$132,161,805 | $29.11 | 73 |
| 2023 Q4 | 62,954 | $1,721,162 | $27.34 | 1 | |
| 2023 Q3 | 1,199,935 | $29,962,377 | +$29,962,377 | $24.97 | 5 |