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Index / Passive
Hedge Fund
VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
CAPITAL GROUP CORE BALANCED
Ticker: CGBL
CUSIP: 14021D107
Class: SHS
Advisor Resource Council's Holding History (CIK: 0001820879)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
23,904
Value ($000)
$855
Avg Close
—
Range
—
Q3 2025
Shares
8,374
Value ($000)
$291
Avg Close
—
Range
—
Q2 2025
Shares
6,533
Value ($000)
$218
Avg Close
—
Range
—
Q1 2025
Shares
164,823
Value ($000)
$5,106
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
23,904
$855
—
—
Q3 2025
8,374
$291
—
—
Q2 2025
6,533
$218
—
—
Q1 2025
164,823
$5,106
—
—